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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,365 | $122,239-67.0% | $184,203-78.1% | $74,495-45.8% |
| Participation rate | 94.1% | 85.5%+8.6pp | 86.8%+7.2pp | 67.2%+26.9pp |
| Annual return | 13.44% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,836 | $4,537-59.5% | $6,427-71.4% | $2,623-30.0% |
| Participant deferral / active EE | $3,212 | $7,139-55.0% | $9,131-64.8% | $4,346-26.1% |
| Admin fee / account holder | $212 | $1,260-83.2% | $13,901-98.5% | $1,942-89.1% |