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 | $63,711 |
Filed as: CAPITAL PLANNING ADVISORS, LLC Service code 27 · EIN 46-2502263 | Advisory (Plan) | $13,318 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $12,333 |
MORNINGSTAR2 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,269 | $54,701+30.3% | $86,188-17.3% | $71,457-0.3% |
| Participation rate | 90.9% | 60.1%+30.8pp | 69.0%+22.0pp | 67.9%+23.0pp |
| Annual return | 19.36% | 20.06%-0.7pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,385 | $1,265+9.5% | $2,380-41.8% | $2,588-46.5% |
| Participant deferral / active EE | $5,600 | $3,108+80.2% | $3,985+40.5% | $4,289+30.6% |
| Admin fee / account holder | $407 | $1,922-78.8% | $6,852-94.1% | $1,587-74.4% |