Filed February 9, 2023
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $90,000 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,741 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $116,010 | $82,188+41.2% | $125,401-7.5% | $64,829+78.9% |
| Participation rate | 95.9% | 77.9%+18.0pp | 82.4%+13.5pp | 71.5%+24.4pp |
| Annual return | -17.94% | 3.50%-21.4pp | 572.53%-590.5pp | 32.85%-50.8pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,296 | $7,177+1.7% | $7,448-2.1% | $4,312+69.2% |
| Admin fee / account holder | $89 | $163-45.3% | $10,008-99.1% | $188-52.5% |