Filed June 27, 2003
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 | $237,994 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $111,426 |
GRANT THORNTON LLP1 year Service code 99 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Other Fees | $79,800 |
Service code 99 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Fees | $8,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $532 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,397 | $104,544+25.7% | $96,564+36.1% | $80,187+63.9% |
| Participation rate | 73.7% | 86.4%-12.7pp | 76.0%-2.3pp | 72.9%+0.8pp |
| Annual return | 14.04% | 21.79%-7.8pp | 25.89%-11.9pp | 40.40%-26.4pp |
| Employer contribution / active EE | $3,494 | $3,527-0.9% | $2,967+17.8% | $2,980+17.3% |
| Participant deferral / active EE | $6,342 | $6,170+2.8% | $4,852+30.7% | $5,016+26.4% |
| Admin fee / account holder | $210 | $107+96.2% | $8,256-97.5% | $145+44.6% |