Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $27,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES Service code 10 · EIN 20-5861398 | Accounting | $7,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,113 | $49,796+97.0% | $136,867-28.3% | $69,255+41.7% |
| Participation rate | 97.4% | 62.1%+35.4pp | 74.5%+22.9pp | 69.0%+28.4pp |
| Annual return | 11.63% | 12.45%-0.8pp | 42.97%-31.3pp | 26.73%-15.1pp |
| Employer contribution / active EE | $6,332 | $2,044+209.8% | $3,547+78.5% | $2,645+139.4% |
| Participant deferral / active EE | $0 | $2,062-100.0% | $4,924-100.0% | $2,890-100.0% |
| Admin fee / account holder | $34 | $484-92.9% | $10,340-99.7% | $733-95.3% |