Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,686 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $48,750 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$150,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,998 | $128,169-65.7% | $147,117-70.1% | $106,553-58.7% |
| Participation rate | 42.6% | 67.3%-24.8pp | 82.2%-39.6pp | 69.8%-27.3pp |
| Annual return | 17.07% | 17.88%-0.8pp | 420.54%-403.5pp | 17.37%-0.3pp |
| Employer contribution / active EE | $924 | $3,374-72.6% | $4,932-81.3% | $3,359-72.5% |
| Participant deferral / active EE | $2,034 | $7,665-73.5% | $8,065-74.8% | $5,562-63.4% |
| Admin fee / account holder | $11 | $88-87.6% | $12,993-99.9% | $80-86.2% |