Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $27,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES, P.C. Service code 10 · EIN 20-5861398 | Accounting | $13,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,400 | $65,960+34.0% | $81,844+8.0% | $77,736+13.7% |
| Participation rate | 97.9% | 65.8%+32.1pp | 72.4%+25.5pp | 70.6%+27.3pp |
| Annual return | 14.37% | 26.64%-12.3pp | 778.87%-764.5pp | 31.26%-16.9pp |
| Employer contribution / active EE | $5,725 | $2,375+141.1% | $2,916+96.3% | $2,728+109.9% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $40 | $526-92.4% | $7,355-99.5% | $433-90.8% |