Filed May 31, 2017 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,221 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $51,522 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,849 |
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 | $125,809 | $69,823+80.2% | $76,872+63.7% | $74,460+69.0% |
| Participation rate | 96.7% | 70.0%+26.7pp | 69.6%+27.1pp | 70.7%+26.0pp |
| Annual return | 16.09% | 19.99%-3.9pp | 37.90%-21.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $7,099 | $2,148+230.5% | $2,533+180.2% | $2,638+169.1% |
| Participant deferral / active EE | $6,311 | $3,558+77.4% | $3,832+64.7% | $4,530+39.3% |
| Admin fee / account holder | $358 | $398-10.0% | $5,476-93.5% | $348+2.9% |