Filed June 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $66,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,701 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,716 |
Form 5500 reported that benefits due were not provided when due.
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 | $63,494 | $50,815+25.0% | $155,509-59.2% | $77,643-18.2% |
| Participation rate | 96.5% | 63.1%+33.4pp | 78.2%+18.4pp | 70.6%+26.0pp |
| Annual return | 14.78% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,068 | $1,993+104.1% | $4,672-12.9% | $2,726+49.2% |
| Participant deferral / active EE | $8,410 | $2,822+198.0% | $5,626+49.5% | $4,647+81.0% |
| Admin fee / account holder | $254 | $437-41.8% | $15,912-98.4% | $430-40.9% |