Filed December 1, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $33,469 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 14 · EIN 85-4519624 | Plan Administrator | $26,000 |
MAXWELL LOCKE & RITTER LLP6 years Filed as: MAXWELL, LOCKE & RITTER, LLP Service code 14 · EIN 74-2900215 | Plan Administrator | $26,000 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S EDGE Service code 10 · EIN 26-4221663 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,494 | $89,465+52.6% | $165,071-17.3% | $77,736+75.6% |
| Participation rate | 52.0% | 78.6%-26.6pp | 78.6%-26.6pp | 70.6%-18.6pp |
| Annual return | 11.02% | 28.86%-17.8pp | 70.17%-59.2pp | 31.26%-20.2pp |
| Employer contribution / active EE | $1,116 | $2,565-56.5% | $4,347-74.3% | $2,728-59.1% |
| Participant deferral / active EE | $2,845 | $4,904-42.0% | $6,035-52.9% | $4,651-38.8% |
| Admin fee / account holder | $332 | $340-2.3% | $12,695-97.4% | $433-23.4% |