Filed November 10, 2017
Total covered: 136 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $268,215 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,234 | $89,670+55.3% | $211,142-34.1% | $89,670+55.3% |
| Participation rate | 91.9% | 71.2%+20.8pp | 87.3%+4.6pp | 71.2%+20.8pp |
| Annual return | 24.36% | 19.66%+4.7pp | 46.84%-22.5pp | 19.66%+4.7pp |
| Employer contribution / active EE | $5,480 | $4,041+35.6% | $6,442-14.9% | $4,041+35.6% |
| Participant deferral / active EE | $13,147 | $3,962+231.8% | $9,284+41.6% | $3,962+231.8% |
| Admin fee / account holder | $101 | $352-71.4% | $19,076-99.5% | $352-71.4% |