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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $269,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | $141,922 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $65,750 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $32,500 |
MILLIMAN, INC.1 year Filed as: GRANT, MILLMAN & JOHNSON, PC Service code 10 · EIN 38-2555519 | Accounting | $9,200 |
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.
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 | $30,055 | $90,672-66.9% | $125,401-76.0% | $89,433-66.4% |
| Participation rate | 51.1% | 72.3%-21.2pp | 82.4%-31.3pp | 71.3%-20.2pp |
| Annual return | -13.96% | -6.42%-7.5pp | 572.53%-586.5pp | -11.88%-2.1pp |
| Employer contribution / active EE | $964 | $3,032-68.2% | $4,816-80.0% | $3,021-68.1% |
| Participant deferral / active EE | $2,178 | $7,210-69.8% | $7,448-70.8% | $5,125-57.5% |
| Admin fee / account holder | $26 | $69-62.2% | $10,008-99.7% | $79-67.1% |