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 | $31,489 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,375 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $7,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $39,946 | $102,661-61.1% | $151,639-73.7% | $66,938-40.3% |
| Participation rate | 85.6% | 85.5%0pp | 87.5%-1.9pp | 69.8%+15.8pp |
| Annual return | -15.08% | -10.81%-4.3pp | 3.34%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,486 | $4,184-64.5% | $6,165-75.9% | $2,545-41.6% |
| Participant deferral / active EE | $2,893 | $6,645-56.5% | $8,363-65.4% | $4,238-31.7% |
| Admin fee / account holder | $221 | $630-64.9% | $11,613-98.1% | $594-62.7% |