Filed April 13, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
BKD, LLP2 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $11,328 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $9,775 |
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 | $84,998 | $76,209+11.5% | $81,370+4.5% | $200,096-57.5% |
| Participation rate | 97.3% | 76.4%+20.9pp | 69.5%+27.8pp | 72.0%+25.3pp |
| Annual return | 13.74% | 15.55%-1.8pp | 24.85%-11.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $3,163 | $2,807+12.7% | $2,464+28.4% | $3,038+4.1% |
| Participant deferral / active EE | $5,651 | $4,210+34.3% | $3,885+45.5% | $5,090+11.0% |
| Admin fee / account holder | $59 | $146-59.8% | $5,749-99.0% | $269-78.2% |