Filed October 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $148,088 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,272 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,843 | $122,186-90.3% | $146,958-91.9% | $199,593-94.1% |
| Participation rate | 94.1% | 78.3%+15.8pp | 82.2%+11.9pp | 72.0%+22.1pp |
| Annual return | 18.69% | 30.56%-11.9pp | 418.34%-399.6pp | 34.25%-15.6pp |
| Employer contribution / active EE | $848 | $4,093-79.3% | $4,933-82.8% | $3,034-72.1% |
| Participant deferral / active EE | $2,580 | $8,502-69.7% | $8,070-68.0% | $5,087-49.3% |
| Admin fee / account holder | $90 | $179-49.5% | $12,998-99.3% | $269-66.4% |