Filed February 17, 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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 42-1270780 | Advisory (Plan) | $61,000 |
Service code 16 · EIN 34-6596918 | Consulting | $48,275 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $37,150 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,500 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $30,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$223,981 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,109 | $93,462+16.7% | $165,100-33.9% | $99,313+9.9% |
| Participation rate | 96.8% | 79.9%+16.9pp | 78.6%+18.2pp | 71.7%+25.1pp |
| Annual return | 15.97% | 15.71%+0.3pp | 70.21%-54.2pp | 17.67%-1.7pp |
| Employer contribution / active EE | $5,851 | $3,099+88.8% | $4,348+34.6% | $3,264+79.2% |
| Participant deferral / active EE | $4,977 | $5,366-7.2% | $6,035-17.5% | $5,346-6.9% |
| Admin fee / account holder | -$2 | $81-101.9% | $12,696-100.0% | $109-101.4% |