Filed April 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,090 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Custodial (other than securities); Pa... | $5,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,900 | $88,042-57.0% | $138,135-72.6% | $79,858-52.5% |
| Participation rate | 34.4% | 71.4%-37.0pp | 78.7%-44.3pp | 69.6%-35.2pp |
| Annual return | 8.68% | 20.58%-11.9pp | 20.51%-11.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,530 | $4,704-67.5% | $6,431-76.2% | $3,740-59.1% |
| Admin fee / account holder | $257 | $7,791-96.7% | $11,856-97.8% | $5,306-95.2% |