Filed December 30, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,373 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $36,847 |
VRAKAS S.C.1 year Filed as: VRAKAS S.C Service code 10 · EIN 39-1453055 | Accounting | $12,471 |
PALERMO VILLA, INC.1 year Service code 49 · EIN 39-1035704 | Other Services | $5,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,151 | $76,173-15.8% | $81,382-21.2% | $199,593-67.9% |
| Participation rate | 45.3% | 76.3%-31.0pp | 69.5%-24.2pp | 72.0%-26.7pp |
| Annual return | 19.94% | 15.59%+4.3pp | 24.73%-4.8pp | 34.25%-14.3pp |
| Employer contribution / active EE | $1,354 | $2,792-51.5% | $2,463-45.0% | $3,034-55.4% |
| Participant deferral / active EE | $2,714 | $4,201-35.4% | $3,883-30.1% | $5,087-46.6% |
| Admin fee / account holder | $232 | $146+58.8% | $5,768-96.0% | $269-13.7% |