Filed January 21, 2000
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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $113,498 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $57,945 |
Filed as: SERVATIUS, O'BRIEN & FONG LLP Service code 10 · EIN 45-5514068 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,464 | $104,697-39.4% | $96,544-34.3% | $80,160-20.8% |
| Participation rate | 89.4% | 86.4%+3.0pp | 76.0%+13.4pp | 72.9%+16.4pp |
| Annual return | 14.35% | 21.78%-7.4pp | 25.84%-11.5pp | 40.38%-26.0pp |
| Employer contribution / active EE | $2,244 | $3,536-36.5% | $2,965-24.3% | $2,978-24.6% |
| Participant deferral / active EE | $4,658 | $6,188-24.7% | $4,851-4.0% | $5,017-7.2% |
| Admin fee / account holder | $93 | $107-13.2% | $8,252-98.9% | $145-36.0% |