Filed December 31, 1998
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 LLC2+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $106,249 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $24,767 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,337 | $71,802-6.2% | $133,975-49.7% | $57,658+16.8% |
| Participation rate | 83.7% | 85.5%-1.8pp | 87.1%-3.4pp | 70.2%+13.5pp |
| Annual return | 11.12% | 13.51%-2.4pp | 29.29%-18.2pp | 5.13%+6.0pp |
| Employer contribution / active EE | $2,687 | $3,161-15.0% | $5,211-48.4% | $1,974+36.2% |
| Participant deferral / active EE | $7,710 | $4,606+67.4% | $6,282+22.7% | $3,061+151.9% |
| Admin fee / account holder | $476 | $88+443.4% | $9,324-94.9% | $95+404.0% |