Filed February 7, 2005 (most recent of 2 filings on file)
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 LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $70,000 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RET PLAN SERVICES INC Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $53,759 |
MORNINGSTAR3 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $3,496 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,100 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,126 | $92,186+182.2% | $105,624+146.3% | $77,762+234.5% |
| Participation rate | 96.0% | 81.0%+14.9pp | 75.3%+20.7pp | 70.6%+25.4pp |
| Annual return | 14.22% | 17.83%-3.6pp | 116.20%-102.0pp | 31.27%-17.1pp |
| Employer contribution / active EE | $9,607 | $3,376+184.6% | $3,168+203.3% | $2,728+252.2% |
| Participant deferral / active EE | $15,302 | $5,395+183.6% | $5,013+205.3% | $4,651+229.0% |
| Admin fee / account holder | $157 | $219-28.3% | $10,961-98.6% | $433-63.7% |