Filed October 5, 2001
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 CO Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,652 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,665 |
TRINITY PENSION GROUP, LLC2 years Filed as: TRINITY PENSION GROUP LLC Service code 13 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $13,404 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,946 | $38,165-66.1% | $189,758-93.2% | $69,255-81.3% |
| Participation rate | 89.8% | 66.7%+23.1pp | 79.8%+10.0pp | 69.0%+20.8pp |
| Annual return | 7.17% | 14.65%-7.5pp | 52.62%-45.4pp | 26.73%-19.6pp |
| Employer contribution / active EE | $978 | $1,589-38.5% | $4,767-79.5% | $2,645-63.0% |
| Participant deferral / active EE | $1,705 | $2,073-17.8% | $5,856-70.9% | $2,890-41.0% |
| Admin fee / account holder | $116 | $714-83.8% | $20,388-99.4% | $733-84.2% |