Filed January 21, 2003
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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $117,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,346 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,339 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 99 5454 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $3,693 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $304 |
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 | $107,669 | $62,686+71.8% | $178,505-39.7% | $77,762+38.5% |
| Participation rate | 93.4% | 66.9%+26.5pp | 77.1%+16.2pp | 70.6%+22.8pp |
| Annual return | 12.68% | 16.16%-3.5pp | 27.16%-14.5pp | 31.27%-18.6pp |
| Employer contribution / active EE | $6,458 | $1,914+237.5% | $3,955+63.3% | $2,728+136.7% |
| Participant deferral / active EE | $12,491 | $4,224+195.7% | $6,280+98.9% | $4,651+168.6% |
| Admin fee / account holder | $402 | $386+4.2% | $10,428-96.1% | $433-7.0% |