Filed August 7, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,166 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $10,000 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 | Advisory (Plan) | $10,000 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $8,046 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $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 | $52,163 | $54,370-4.1% | $82,763-37.0% | $68,490-23.8% |
| Participation rate | 83.1% | 63.9%+19.2pp | 72.6%+10.6pp | 67.9%+15.2pp |
| Annual return | -12.00% | -13.67%+1.7pp | 702.45%-714.4pp | -7.85%-4.1pp |
| Employer contribution / active EE | $5,349 | $2,219+141.0% | $3,008+77.8% | $2,597+106.0% |
| Participant deferral / active EE | $3,966 | $3,247+22.1% | $4,395-9.8% | $4,028-1.5% |
| Admin fee / account holder | $378 | $4,398-91.4% | $5,325-92.9% | $5,403-93.0% |