Filed June 7, 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 | $48,492 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $46,073 |
RICHEY MAY & CO LLP1 year Service code 99 9605 S KINGSTON CT STE 200 · ENGLEWOOD, CO 80112 | Other Fees | $9,600 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $7,250 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $500 |
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 | $117,705 | $72,352+62.7% | $142,516-17.4% | $71,529+64.6% |
| Participation rate | 94.9% | 71.7%+23.2pp | 76.8%+18.1pp | 67.9%+26.9pp |
| Annual return | 17.02% | 21.17%-4.1pp | 20.03%-3.0pp | 28.97%-11.9pp |
| Employer contribution / active EE | $3,980 | $3,800+4.7% | $4,849-17.9% | $2,590+53.7% |
| Participant deferral / active EE | $6,591 | $5,288+24.6% | $6,280+5.0% | $4,291+53.6% |
| Admin fee / account holder | $393 | $1,438-72.7% | $10,008-96.1% | $1,588-75.3% |