Filed April 28, 2020
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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $39,049 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $7,313 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,966 | $89,588-82.2% | $136,072-88.3% | $77,736-79.5% |
| Participation rate | 90.7% | 74.3%+16.4pp | 76.4%+14.2pp | 70.6%+20.1pp |
| Annual return | 14.06% | 17.42%-3.4pp | 580.46%-566.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,356 | $3,491-61.2% | $4,216-67.8% | $2,728-50.3% |
| Participant deferral / active EE | $3,583 | $5,592-35.9% | $7,028-49.0% | $4,651-23.0% |
| Admin fee / account holder | $45 | $539-91.6% | $6,718-99.3% | $433-89.5% |