Filed November 29, 2018 (most recent of 2 filings on file)
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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 | $31,947 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,500 |
Participant contribution per participant 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 | $40,365 | $122,063-66.9% | $184,256-78.1% | $74,478-45.8% |
| Participation rate | 94.1% | 85.5%+8.6pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 13.44% | 19.92%-6.5pp | 28.85%-15.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,836 | $4,539-59.5% | $6,427-71.4% | $2,626-30.1% |
| Participant deferral / active EE | $3,212 | $7,144-55.0% | $9,133-64.8% | $4,350-26.2% |
| Admin fee / account holder | $212 | $1,253-83.1% | $13,899-98.5% | $1,946-89.1% |