Filed July 20, 2016 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $51,902 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, INC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $36,526 |
Service code 10 · EIN 41-1670081 | Accounting | $25,491 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,311 |
NOVA 401(K) ASSOCIATES5+ years Service code 64 | Recordkeeping Fees | $121 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 64 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Recordkeeping Fees | $0 |
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 | $28,968 | $50,919-43.1% | $155,556-81.4% | $77,762-62.7% |
| Participation rate | 82.7% | 63.1%+19.6pp | 78.2%+4.5pp | 70.6%+12.1pp |
| Annual return | 13.63% | 34.84%-21.2pp | 64.84%-51.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,914 | $1,991-3.9% | $4,675-59.1% | $2,728-29.8% |
| Participant deferral / active EE | $3,206 | $2,824+13.5% | $5,631-43.1% | $4,651-31.1% |
| Admin fee / account holder | $286 | $437-34.5% | $15,885-98.2% | $433-33.9% |