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 | $53,450 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $28,690 |
NH HICKS2 years Service code 49 · EIN 68-0393767 | Other Services | $5,729 |
MORNINGSTAR4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,943 | $74,927+29.4% | $101,794-4.8% | $84,808+14.3% |
| Participation rate | 84.9% | 61.4%+23.5pp | 69.2%+15.8pp | 68.3%+16.6pp |
| Annual return | 15.90% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,072 | $1,522+36.1% | $2,289-9.5% | $2,631-21.3% |
| Participant deferral / active EE | $5,171 | $3,099+66.8% | $4,084+26.6% | $4,212+22.8% |
| Admin fee / account holder | $405 | $6,514-93.8% | $8,777-95.4% | $7,344-94.5% |