Filed February 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $38,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,239 |
ABDO, EICK & MEYERS, LLP1 year Filed as: ABDO LLP Service code 10 · EIN 41-1397419 | Accounting | $10,000 |
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 | $89,178 | $86,944+2.6% | $107,525-17.1% | $74,304+20.0% |
| Participation rate | 88.4% | 59.6%+28.9pp | 75.1%+13.4pp | 60.3%+28.1pp |
| Annual return | 15.94% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,792 | $2,757-35.0% | $3,754-52.3% | $2,241-20.0% |
| Participant deferral / active EE | $5,569 | $3,554+56.7% | $5,116+8.9% | $3,767+47.8% |
| Admin fee / account holder | $459 | $3,727-87.7% | $8,919-94.8% | $2,969-84.5% |