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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 | $101,672-42.1% | $147,117-60.0% | $74,478-20.9% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 21.39% | 8757.83%-8736.4pp | 420.54%-399.1pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $6,211 | $3,813+62.9% | $4,932+25.9% | $2,626+136.5% |
| Participant deferral / active EE | $12,072 | $7,305+65.3% | $8,065+49.7% | $4,350+177.5% |
| Admin fee / account holder | $278 | $1,753-84.1% | $12,993-97.9% | $1,946-85.7% |