Filed September 23, 2013
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,455 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,154 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $85 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,926 | $79,779+35.3% | $153,741-29.8% | $74,478+44.9% |
| Participation rate | 77.5% | 69.9%+7.5pp | 77.1%+0.4pp | 67.2%+10.2pp |
| Annual return | 12.73% | 15.08%-2.4pp | 15.71%-3.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,760 | $4,026-31.4% | $5,042-45.3% | $2,626+5.1% |
| Participant deferral / active EE | $7,077 | $5,329+32.8% | $6,757+4.7% | $4,350+62.7% |
| Admin fee / account holder | $407 | $1,761-76.9% | $12,749-96.8% | $1,946-79.1% |