Filed August 15, 2006
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 LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 84-4519624 | Investment Management | $40,000 |
MATRIX TRUST COMPANY9+ years Filed as: WILMINGTON FIDUCIARY TRUST SVC, CO. Service code 12 · EIN 26-3523944 | Direct payment from the plan; Investm... | $33,169 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 9.98% | 6.37%+3.6pp | 8.04%+1.9pp | 7.65%+2.3pp |
| Employer contribution / active EE | $18,653 | $48,951-61.9% | $42,698-56.3% | $20,582-9.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |