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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,045 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,973 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $58,916 | $101,591-42.0% | $147,096-59.9% | $74,429-20.8% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 21.39% | 8746.45%-8725.1pp | 419.75%-398.4pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $6,211 | $3,813+62.9% | $4,936+25.8% | $2,625+136.6% |
| Participant deferral / active EE | $12,072 | $7,302+65.3% | $8,071+49.6% | $4,348+177.6% |
| Admin fee / account holder | $278 | $1,750-84.1% | $13,005-97.9% | $1,944-85.7% |