Filed March 10, 2015
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 · EIN 84-0467907 | Recordkeeping Fees | $251,287 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $108,631 |
LOCKTON INVESTMENT ADVISORS, LLC9+ years Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $11,451 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,049 | $104,544-57.9% | $96,576-54.4% | $80,149-45.0% |
| Participation rate | 95.4% | 86.4%+9.0pp | 76.0%+19.4pp | 72.9%+22.5pp |
| Annual return | 14.54% | 21.79%-7.2pp | 25.87%-11.3pp | 40.39%-25.8pp |
| Employer contribution / active EE | $2,177 | $3,527-38.3% | $2,965-26.6% | $2,977-26.9% |
| Participant deferral / active EE | $3,700 | $6,170-40.0% | $4,851-23.7% | $5,015-26.2% |
| Admin fee / account holder | $168 | $107+57.4% | $8,253-98.0% | $145+16.0% |