Filed May 6, 2013
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 Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $42,875 |
PCS RETIREMENT, LLC2+ years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $20,550 |
NEWSQUARE CAPITAL, LLC2+ years Service code 28 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,303 | $66,459-33.3% | $81,353-45.5% | $77,736-43.0% |
| Participation rate | 51.2% | 68.7%-17.5pp | 69.5%-18.3pp | 70.6%-19.4pp |
| Annual return | 16.21% | 15.95%+0.3pp | 24.82%-8.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $989 | $2,156-54.1% | $2,464-59.9% | $2,728-63.8% |
| Participant deferral / active EE | $2,620 | $3,674-28.7% | $3,885-32.6% | $4,651-43.7% |
| Admin fee / account holder | $270 | $585-53.9% | $5,766-95.3% | $433-37.7% |