Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $15,500 |
HSPG & ASSOCIATES PC1 year Filed as: HSPG & ASSOCIATES, P.C. Service code 10 · EIN 20-5861398 | Accounting | $7,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,817 | $65,960+40.7% | $81,844+13.4% | $77,736+19.4% |
| Participation rate | 98.2% | 65.8%+32.5pp | 72.4%+25.8pp | 70.6%+27.6pp |
| Annual return | 12.84% | 26.64%-13.8pp | 778.87%-766.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,787 | $3,505+93.6% | $4,323+57.0% | $4,651+45.9% |
| Admin fee / account holder | $42 | $526-92.1% | $7,355-99.4% | $433-90.4% |