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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,113 | $51,878+89.1% | $68,368+43.5% | $79,634+23.2% |
| Participation rate | 97.4% | 53.7%+43.7pp | 73.8%+23.7pp | 62.5%+35.0pp |
| Annual return | 11.63% | 137.43%-125.8pp | 292.57%-280.9pp | 36.46%-24.8pp |
| Employer contribution / active EE | $6,332 | $1,931+227.9% | $2,649+139.0% | $2,529+150.4% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $34 | $942-96.3% | $5,150-99.3% | $1,002-96.6% |