Filed February 25, 1995
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $112,880 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $32,000 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMANN LLP Service code 10 · EIN 56-0747981 | Accounting | $26,250 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,512 | $95,388-49.1% | $125,391-61.3% | $77,906-37.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -9.50% | 116.19%-125.7pp | 572.41%-581.9pp | 12.16%-21.7pp |
| Employer contribution / active EE | $3,992 | $3,666+8.9% | $4,816-17.1% | $2,846+40.3% |
| Participant deferral / active EE | $4,581 | $7,711-40.6% | $7,448-38.5% | $4,805-4.7% |
| Admin fee / account holder | $60 | $119-49.5% | $10,009-99.4% | $133-54.7% |