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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $203,120 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $131,142 |
Filed as: SERVATIUS O'BRIEN & FONG LLP Service code 99 2377 CRENSHAW BLVD STE 160 · TORRANCE, CA 90501 | Other Fees | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,814 | $110,299-41.2% | $102,423-36.7% | $199,593-67.5% |
| Participation rate | 80.6% | 86.3%-5.7pp | 76.5%+4.1pp | 72.0%+8.6pp |
| Annual return | 13.67% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $2,035 | $3,603-43.5% | $3,023-32.7% | $3,034-32.9% |
| Participant deferral / active EE | $4,381 | $6,376-31.3% | $5,053-13.3% | $5,087-13.9% |
| Admin fee / account holder | $159 | $122+29.7% | $9,451-98.3% | $269-41.0% |