Filed October 28, 2009
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,059 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,318 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 5400 W 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Consulting | $42,000 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $30,600 |
CULPEPPER RFP, LLC2 years Service code 16 · EIN 88-1591899 | Consulting | $5,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,211 | $110,258-20.9% | $102,460-14.9% | $200,096-56.4% |
| Participation rate | 90.7% | 86.3%+4.4pp | 76.5%+14.2pp | 72.0%+18.7pp |
| Annual return | 13.12% | 35.78%-22.7pp | 29.47%-16.4pp | 34.26%-21.1pp |
| Employer contribution / active EE | $3,418 | $3,605-5.2% | $3,025+13.0% | $3,038+12.5% |
| Participant deferral / active EE | $7,290 | $6,377+14.3% | $5,056+44.2% | $5,090+43.2% |
| Admin fee / account holder | $65 | $122-46.6% | $9,460-99.3% | $269-75.8% |