Filed January 21, 2010
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.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $146,238 |
WIPFLI LLP11+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $37,048 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 15 · EIN 39-3647910 | Recordkeeping | $11,604 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,738 | $50,982+76.0% | $154,803-42.0% | $85,563+4.9% |
| Participation rate | 98.0% | 59.8%+38.2pp | 78.1%+19.9pp | 66.0%+32.0pp |
| Annual return | 18.66% | 30.35%-11.7pp | 58.88%-40.2pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,966 | $1,708+15.1% | $4,305-54.3% | $2,654-25.9% |
| Participant deferral / active EE | $4,296 | $2,474+73.6% | $5,540-22.5% | $4,375-1.8% |
| Admin fee / account holder | $190 | $846-77.6% | $14,329-98.7% | $834-77.3% |