Filed November 16, 2001
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.
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 |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $34,371 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $24,998 |
NEWSQUARE CAPITAL, LLC6 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $22,914 |
Filed as: GROSS MENDELSOHN Service code 10 · EIN 52-0982413 | Accounting | $17,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,174 | $79,209+35.3% | $102,434+4.6% | $74,459+43.9% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.5pp | 67.2%+20.7pp |
| Annual return | 16.10% | 54.98%-38.9pp | 29.46%-13.4pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $2,716 | $2,362+15.0% | $3,023-10.2% | $2,626+3.4% |
| Participant deferral / active EE | $5,133 | $4,417+16.2% | $5,055+1.5% | $4,350+18.0% |
| Admin fee / account holder | $856 | $2,002-57.3% | $9,462-91.0% | $1,945-56.0% |