Filed February 24, 2016 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $44,206+121.9% | $94,057+4.3% | $64,728+51.6% |
| Participation rate | 97.4% | 51.0%+46.5pp | 73.3%+24.1pp | 57.9%+39.5pp |
| Annual return | 11.63% | 259.42%-247.8pp | 480.62%-469.0pp | 49.38%-37.7pp |
| Employer contribution / active EE | $6,332 | $1,635+287.3% | $2,933+115.9% | $2,243+182.3% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $34 | $1,230-97.2% | $7,244-99.5% | $1,145-97.0% |