Filed May 26, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $118,712 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $36,522 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $10,685 |
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 | $66,394 | $29,525+124.9% | $56,033+18.5% | $77,736-14.6% |
| Participation rate | 70.1% | 32.7%+37.4pp | 52.5%+17.6pp | 70.6%-0.5pp |
| Annual return | 14.61% | 18.90%-4.3pp | 1711.38%-1696.8pp | 31.26%-16.6pp |
| Employer contribution / active EE | $1,930 | $569+239.0% | $1,041+85.4% | $2,728-29.3% |
| Participant deferral / active EE | $3,919 | $1,062+269.1% | $1,954+100.6% | $4,651-15.7% |
| Admin fee / account holder | $542 | $1,040-47.9% | $2,827-80.8% | $433+25.0% |