Filed February 19, 2005 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $195,506 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $38,500 |
BDO USA, LLP10+ years Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $29,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,201 | $57,150-6.9% | $93,727-43.2% | $106,553-50.1% |
| Participation rate | 20.4% | 49.1%-28.7pp | 68.7%-48.3pp | 69.8%-49.5pp |
| Annual return | 12.47% | 15.81%-3.3pp | 133.83%-121.4pp | 17.37%-4.9pp |
| Employer contribution / active EE | $398 | $1,015-60.8% | $2,421-83.6% | $3,359-88.1% |
| Participant deferral / active EE | $696 | $1,853-62.4% | $4,417-84.2% | $5,562-87.5% |
| Admin fee / account holder | $48 | $64-26.1% | $8,292-99.4% | $80-40.3% |