Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $35,458 |
WIPFLI LLP7 years Service code 15 · EIN 39-0758449 | Recordkeeping | $31,144 |
HAWKINS ASH CPAS2 years Filed as: HAKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $9,000 |
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 | $82,208 | $122,063-32.7% | $184,256-55.4% | $74,478+10.4% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 10.19% | 19.92%-9.7pp | 28.85%-18.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $2,031 | $4,539-55.3% | $6,427-68.4% | $2,626-22.7% |
| Participant deferral / active EE | $5,490 | $7,144-23.2% | $9,133-39.9% | $4,350+26.2% |
| Admin fee / account holder | $590 | $1,253-52.9% | $13,899-95.8% | $1,946-69.7% |