Filed April 13, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
BKD, LLP1 year Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $20,000 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $8,065 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,250 | $69,823+13.5% | $76,902+3.1% | $74,473+6.4% |
| Participation rate | 96.6% | 70.0%+26.6pp | 69.6%+27.0pp | 70.7%+25.8pp |
| Annual return | 19.19% | 19.99%-0.8pp | 37.91%-18.7pp | 34.36%-15.2pp |
| Employer contribution / active EE | $3,210 | $2,148+49.4% | $2,534+26.7% | $2,638+21.7% |
| Participant deferral / active EE | $5,767 | $3,558+62.1% | $3,833+50.4% | $4,530+27.3% |
| Admin fee / account holder | $66 | $398-83.3% | $5,479-98.8% | $347-80.9% |