Filed June 8, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $68,368 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $48,750 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $19,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,405 | $91,692+30.2% | $67,561+76.7% | $77,714+53.6% |
| Participation rate | 97.8% | 76.0%+21.8pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 12.60% | 14.88%-2.3pp | 3525.44%-3512.8pp | 31.26%-18.7pp |
| Employer contribution / active EE | $3,160 | $3,188-0.9% | $2,735+15.6% | $2,727+15.9% |
| Participant deferral / active EE | $4,231 | $3,912+8.2% | $4,003+5.7% | $4,649-9.0% |
| Admin fee / account holder | $168 | $245-31.2% | $4,006-95.8% | $433-61.2% |