Filed March 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $190,294 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $23,749 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,000 |
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 | $20,682 | $49,468-58.2% | $150,298-86.2% | $103,975-80.1% |
| Participation rate | 93.4% | 58.1%+35.3pp | 77.8%+15.6pp | 72.5%+20.9pp |
| Annual return | 19.58% | 38.98%-19.4pp | 62.79%-43.2pp | 19.41%+0.2pp |
| Employer contribution / active EE | $689 | $1,670-58.7% | $4,154-83.4% | $3,722-81.5% |
| Participant deferral / active EE | $2,223 | $2,650-16.1% | $5,453-59.2% | $5,343-58.4% |
| Admin fee / account holder | $137 | $385-64.3% | $14,116-99.0% | $332-58.7% |