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.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $30,144 |
Filed as: PROFESSIONAL CAPITAL SERVICES, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $29,565 |
NEWSQUARE CAPITAL, LLC3 years Service code 28 16 CAMPUS BOULEVARD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Investment Management | $20,096 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,715 | $84,936+5.6% | $111,297-19.4% | $79,386+13.0% |
| Participation rate | 99.1% | 75.9%+23.2pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 14.45% | 17.45%-3.0pp | 54.65%-40.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,687 | $1,979+35.7% | $2,731-1.6% | $2,427+10.7% |
| Participant deferral / active EE | $5,230 | $3,888+34.5% | $4,487+16.5% | $4,046+29.3% |
| Admin fee / account holder | $676 | $537+25.9% | $7,964-91.5% | $626+8.0% |