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 | $242,307 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $92,836 |
GRANT THORNTON LLP2 years Service code 99 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Other Fees | $79,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,042 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,116 | $110,258+18.0% | $102,460+27.0% | $200,096-35.0% |
| Participation rate | 77.7% | 86.3%-8.6pp | 76.5%+1.2pp | 72.0%+5.7pp |
| Annual return | 7.37% | 35.78%-28.4pp | 29.47%-22.1pp | 34.26%-26.9pp |
| Employer contribution / active EE | $3,369 | $3,605-6.5% | $3,025+11.4% | $3,038+10.9% |
| Participant deferral / active EE | $6,722 | $6,377+5.4% | $5,056+32.9% | $5,090+32.1% |
| Admin fee / account holder | $204 | $122+66.6% | $9,460-97.8% | $269-24.4% |