Filed February 25, 1995
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $134,736 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $59,638 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $34,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,950 | $122,186-50.1% | $146,958-58.5% | $199,593-69.5% |
| Participation rate | 51.0% | 78.3%-27.3pp | 82.2%-31.2pp | 72.0%-21.0pp |
| Annual return | 13.42% | 30.56%-17.1pp | 418.34%-404.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $2,065 | $4,093-49.6% | $4,933-58.1% | $3,034-32.0% |
| Participant deferral / active EE | $2,836 | $8,502-66.6% | $8,070-64.9% | $5,087-44.2% |
| Admin fee / account holder | $117 | $179-34.3% | $12,998-99.1% | $269-56.3% |