Filed August 7, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,501 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $17,482 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,048 | $51,638+41.5% | $68,368+6.8% | $82,448-11.4% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 16.91% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,663 | $2,047+323.3% | $2,649+227.0% | $2,551+239.6% |
| Participant deferral / active EE | $6,229 | $2,914+113.8% | $4,123+51.1% | $4,139+50.5% |
| Admin fee / account holder | $622 | $4,643-86.6% | $5,150-87.9% | $7,234-91.4% |