Filed November 10, 2017
Total covered: 136 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,793 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ind... | $18,221 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $13,633 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,416 | $111,608-16.3% | $177,821-47.5% | $73,409+27.3% |
| Participation rate | 97.3% | 87.9%+9.5pp | 87.7%+9.6pp | 72.2%+25.2pp |
| Annual return | 32.04% | 18.23%+13.8pp | 48.32%-16.3pp | 59.29%-27.3pp |
| Employer contribution / active EE | $4,169 | $3,796+9.8% | $5,918-29.6% | $2,234+86.7% |
| Participant deferral / active EE | $9,919 | $6,199+60.0% | $7,714+28.6% | $3,805+160.7% |
| Admin fee / account holder | $109 | $166-34.1% | $12,427-99.1% | $158-30.9% |