Filed June 15, 2006
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 Filed as: CREATIVE PLANNING Service code 27 8444 WESTPARK DRIVE · MCLEAN, VA 22102 | Advisory (Plan) | $42,437 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $20,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,200 | $58,311+85.6% | $81,882+32.1% | $80,959+33.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.77% | 41.85%-33.1pp | 779.47%-770.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $6,756 | $2,347+187.9% | $2,916+131.7% | $2,757+145.0% |
| Participant deferral / active EE | $8,753 | $3,287+166.3% | $4,323+102.5% | $4,300+103.5% |
| Admin fee / account holder | $462 | $4,752-90.3% | $7,360-93.7% | $6,925-93.3% |