Filed December 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,680 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $39,973 |
JGD & ASSOCIATES LLP7 years Service code 15 · EIN 95-3132551 | Recordkeeping | $11,498 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $7,354 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $126,805 | $71,964+76.2% | $167,512-24.3% | $85,563+48.2% |
| Participation rate | 97.2% | 61.0%+36.2pp | 77.1%+20.1pp | 66.0%+31.2pp |
| Annual return | 18.79% | 18.83%0pp | 1615.79%-1597.0pp | 31.51%-12.7pp |
| Employer contribution / active EE | $3,531 | $1,875+88.3% | $3,882-9.0% | $2,654+33.1% |
| Participant deferral / active EE | $11,734 | $4,110+185.5% | $6,405+83.2% | $4,375+168.2% |
| Admin fee / account holder | $174 | $815-78.6% | $9,769-98.2% | $834-79.1% |