Filed March 24, 1999 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 28 118 TURNPIKE ROAD · SOUTHBOROUGH, MA 01772 | Investment Management | $20,000 |
FIRST STATE TRUST COMPANY4 years Service code 21 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Bank Trustee | $5,707 |
Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $5,004 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | -0.17% | 7.22%-7.4pp | 6.70%-6.9pp | 8.21%-8.4pp |
| Employer contribution / active EE | $16,671 | $12,542+32.9% | $25,177-33.8% | $13,837+20.5% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |