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 | $44,398+121.0% | $103,693-5.4% | $65,191+50.5% |
| Participation rate | 97.4% | 54.3%+43.2pp | 72.6%+24.8pp | 63.0%+34.4pp |
| Annual return | 11.63% | 325.62%-314.0pp | 47.61%-36.0pp | 51.24%-39.6pp |
| Employer contribution / active EE | $6,332 | $1,702+272.0% | $2,920+116.8% | $2,400+163.8% |
| Participant deferral / active EE | $0 | $1,797-100.0% | $4,579-100.0% | $2,671-100.0% |
| Admin fee / account holder | $34 | $856-96.0% | $7,858-99.6% | $907-96.2% |