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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,792 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $62,175 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE # 22 · SALEM, OR 97302 | Contract Administrator | $20,260 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 | Contract Administrator | $5,423 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,652 | $89,465-66.9% | $165,100-82.0% | $77,762-61.9% |
| Participation rate | 29.3% | 78.6%-49.3pp | 78.6%-49.3pp | 70.6%-41.3pp |
| Annual return | 20.57% | 28.86%-8.3pp | 70.21%-49.6pp | 31.27%-10.7pp |
| Employer contribution / active EE | $1,196 | $2,565-53.4% | $4,348-72.5% | $2,728-56.1% |
| Participant deferral / active EE | $2,964 | $4,904-39.6% | $6,035-50.9% | $4,651-36.3% |
| Admin fee / account holder | $169 | $340-50.1% | $12,696-98.7% | $433-60.9% |