Filed April 29, 2009 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $262,687 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $159,302 |
RIDGEWORTH5 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 17 · EIN 39-1567956 | Pension Consulting | $104,859 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY PENNER & BENTON LLP Service code 17 · EIN 39-0747409 | Pension Consulting | $20,873 |
Service code 29 · EIN 13-2834414 | Legal | $13,974 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,000 |
MERCER2 years Filed as: MERCER (US) INC Service code 17 · EIN 13-2834414 | Pension Consulting | $9,167 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,500 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $900 |
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 | $228,994 | $153,281+49.4% | $93,765+144.2% | $77,906+193.9% |
| Participation rate | 99.0% | 92.2%+6.7pp | 81.0%+18.0pp | 73.7%+25.3pp |
| Annual return | -12.19% | -5.55%-6.6pp | -11.32%-0.9pp | 12.16%-24.4pp |
| Employer contribution / active EE | $8,331 | $5,690+46.4% | $4,327+92.5% | $2,846+192.7% |
| Participant deferral / active EE | $10,197 | $9,364+8.9% | $6,099+67.2% | $4,805+112.2% |
| Admin fee / account holder | $229 | $114+101.0% | $7,184-96.8% | $133+73.0% |