Filed August 31, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,363 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $27,593 |
NH HICKS1 year Service code 49 · EIN 68-0393767 | Other Services | $5,664 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,260 | $71,230+14.1% | $93,727-13.3% | $80,959+0.4% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.7%+10.6pp |
| Annual return | 14.06% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,535 | $1,565+61.9% | $2,421+4.7% | $2,757-8.1% |
| Participant deferral / active EE | $5,932 | $4,037+46.9% | $4,417+34.3% | $4,300+37.9% |
| Admin fee / account holder | $439 | $6,961-93.7% | $8,292-94.7% | $6,925-93.7% |