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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $500,385 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $51,719 |
CREATIVE PLANNING LLC1 year Service code 10 · EIN 36-6055558 | Accounting | $18,274 |
Filed as: MORRIS MANNING & MARTIN LLP Service code 29 · EIN 58-1269995 | Legal | $11,585 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,733 | $36,954-14.1% | $80,669-60.7% | $96,393-67.1% |
| Participation rate | 41.9% | 33.6%+8.3pp | 67.0%-25.1pp | 71.3%-29.4pp |
| Annual return | 17.10% | 36.74%-19.6pp | 937.61%-920.5pp | 22.88%-5.8pp |
| Employer contribution / active EE | $515 | $776-33.6% | $2,724-81.1% | $3,239-84.1% |
| Participant deferral / active EE | $1,662 | $1,942-14.4% | $4,444-62.6% | $5,455-69.5% |
| Admin fee / account holder | $77 | $115-32.8% | $5,384-98.6% | $74+4.5% |