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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,224 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $17,077 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDING CO Service code 27 4545 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,404 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,252 | $65,428-32.4% | $169,397-73.9% | $71,529-38.1% |
| Participation rate | 72.5% | 66.9%+5.6pp | 77.2%-4.7pp | 67.9%+4.5pp |
| Annual return | 21.35% | 21.35%0pp | 406.23%-384.9pp | 28.97%-7.6pp |
| Employer contribution / active EE | $3,589 | $2,064+73.9% | $4,013-10.6% | $2,590+38.6% |
| Participant deferral / active EE | $1,852 | $4,360-57.5% | $6,223-70.2% | $4,291-56.8% |
| Admin fee / account holder | $303 | $1,328-77.2% | $9,017-96.6% | $1,588-81.0% |