Filed August 29, 2001 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $199,898 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $87,743 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $51,217 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $40,000 |
Service code 16 · EIN 20-8874282 | Consulting | $16,738 |
Service code 29 · EIN 58-1269995 | Legal | $10,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,618 | $35,293-27.4% | $77,113-66.8% | $89,433-71.4% |
| Participation rate | 44.6% | 31.3%+13.2pp | 67.9%-23.4pp | 71.3%-26.7pp |
| Annual return | -13.65% | -5.92%-7.7pp | 42.37%-56.0pp | -11.88%-1.8pp |
| Employer contribution / active EE | $504 | $695-27.6% | $2,815-82.1% | $3,021-83.3% |
| Participant deferral / active EE | $1,626 | $1,764-7.8% | $4,430-63.3% | $5,125-68.3% |
| Admin fee / account holder | $52 | $105-50.3% | $5,445-99.0% | $79-34.2% |