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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 | $101,499-42.0% | $147,005-59.9% | $74,546-21.0% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 21.39% | 8732.34%-8711.0pp | 418.76%-397.4pp | 1366.03%-1344.6pp |
| Employer contribution / active EE | $6,211 | $3,811+63.0% | $4,934+25.9% | $2,624+136.7% |
| Participant deferral / active EE | $12,072 | $7,304+65.3% | $8,070+49.6% | $4,347+177.7% |
| Admin fee / account holder | $278 | $1,748-84.1% | $13,006-97.9% | $1,944-85.7% |