Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 employees
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,643 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $65,000 |
MILLIMAN, INC.2 years Filed as: GRANT, MILLMAN & JOHNSON, PC Service code 10 · EIN 38-2555519 | Accounting | $6,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,962 |
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 | $37,346 | $106,994-65.1% | $135,998-72.5% | $96,393-61.3% |
| Participation rate | 51.3% | 72.5%-21.2pp | 81.9%-30.6pp | 71.3%-19.9pp |
| Annual return | 22.20% | 26.64%-4.4pp | 68.37%-46.2pp | 22.88%-0.7pp |
| Employer contribution / active EE | $1,079 | $3,391-68.2% | $4,860-77.8% | $3,239-66.7% |
| Participant deferral / active EE | $2,355 | $7,968-70.4% | $7,761-69.7% | $5,455-56.8% |
| Admin fee / account holder | $14 | $79-82.5% | $10,769-99.9% | $74-81.3% |