Filed August 13, 1
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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREARTIVE PLANNING HOLDCO DBA CR PL Service code 27 5454 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,833 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,406 |
Filed as: MESIROW FINANCIAL INVEST MANAGEMENT Service code 28 · EIN 36-3429602 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $3,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,671 | $73,532-42.0% | $178,505-76.1% | $74,478-42.7% |
| Participation rate | 91.4% | 66.6%+24.8pp | 77.1%+14.3pp | 67.2%+24.2pp |
| Annual return | 11.55% | 17.49%-5.9pp | 27.16%-15.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $5,363 | $2,221+141.5% | $3,955+35.6% | $2,626+104.2% |
| Participant deferral / active EE | $1,790 | $4,519-60.4% | $6,280-71.5% | $4,350-58.8% |
| Admin fee / account holder | $309 | $1,813-83.0% | $10,428-97.0% | $1,946-84.1% |