Filed May 20, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $20,000 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $20,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,806 | $74,188-23.4% | $115,756-50.9% | $64,814-12.4% |
| Participation rate | 38.1% | 76.2%-38.1pp | 77.1%-39.0pp | 71.5%-33.4pp |
| Annual return | -13.35% | -11.81%-1.5pp | 143.14%-156.5pp | 32.84%-46.2pp |
| Employer contribution / active EE | $665 | $3,365-80.2% | $3,793-82.5% | $2,507-73.5% |
| Participant deferral / active EE | $2,189 | $5,294-58.6% | $6,254-65.0% | $4,310-49.2% |
| Admin fee / account holder | $73 | $148-50.9% | $8,124-99.1% | $188-61.2% |