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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $610,545 |
CREATIVE PLANNING LLC2 years Service code 10 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Accounting | $53,803 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,757 |
Filed as: MORRIS MANNING & MARTIN LLP Service code 29 3343 PEACHTREE RD NE · ATLANTA, GA 303261044 | Legal | $13,482 |
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 | $35,682 | $42,127-15.3% | $85,240-58.1% | $106,553-66.5% |
| Participation rate | 43.4% | 36.6%+6.8pp | 67.5%-24.2pp | 69.8%-26.5pp |
| Annual return | 14.80% | 36.21%-21.4pp | 66.75%-52.0pp | 17.37%-2.6pp |
| Employer contribution / active EE | $580 | $825-29.7% | $2,735-78.8% | $3,359-82.7% |
| Participant deferral / active EE | $1,743 | $2,066-15.6% | $4,527-61.5% | $5,562-68.7% |
| Admin fee / account holder | $90 | $114-20.8% | $6,165-98.5% | $80+12.8% |