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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,876 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $50,625 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $17,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,925 | $82,163+9.4% | $125,381-28.3% | $64,819+38.7% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -16.22% | 3.49%-19.7pp | 572.31%-588.5pp | 32.84%-49.1pp |
| Employer contribution / active EE | $5,308 | $3,616+46.8% | $4,815+10.2% | $2,507+111.8% |
| Participant deferral / active EE | $11,531 | $7,175+60.7% | $7,448+54.8% | $4,311+167.5% |
| Admin fee / account holder | $198 | $163+21.1% | $10,007-98.0% | $188+5.3% |