Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,782 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $15,560 |
VRAKAS S.C.9 years Service code 10 · EIN 39-1453055 | Accounting | $10,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,103 | $78,485+102.7% | $106,213+49.8% | $74,495+113.6% |
| Participation rate | 83.6% | 72.8%+10.7pp | 75.3%+8.3pp | 67.2%+16.4pp |
| Annual return | 12.20% | 15.95%-3.8pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,615 | $2,523-36.0% | $3,171-49.1% | $2,623-38.4% |
| Participant deferral / active EE | $4,259 | $4,322-1.5% | $5,016-15.1% | $4,346-2.0% |
| Admin fee / account holder | $319 | $2,232-85.7% | $11,033-97.1% | $1,942-83.6% |