Filed November 5, 2008
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $285,166 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $160,992 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $48,960 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $16,320 |
WITHUMSMITH+BROWN, PC2 years Filed as: PORTE BROWN, LLC Service code 99 845 OAKTON ST · ELK GROVE VILLAGE, IL 600071904 | Other Fees | $14,975 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $260 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,123 | $61,756-20.5% | $69,884-29.7% | $77,906-36.9% |
| Participation rate | 93.9% | 79.9%+14.0pp | 70.5%+23.4pp | 73.7%+20.2pp |
| Annual return | -13.35% | -11.86%-1.5pp | 190.81%-204.2pp | 12.16%-25.5pp |
| Employer contribution / active EE | $3,869 | $2,706+42.9% | $2,560+51.1% | $2,846+35.9% |
| Participant deferral / active EE | $7,456 | $3,977+87.5% | $3,848+93.8% | $4,805+55.2% |
| Admin fee / account holder | $155 | $101+53.2% | $6,266-97.5% | $133+17.1% |