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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $62,843 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $38,611 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,840 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,701 |
Service code 26 · EIN 20-8874282 | Advisory (Participants) | $7,102 |
ASCENSUS LLC4 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $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 | $38,570 | $241,850-84.1% | $102,437-62.3% | $200,096-80.7% |
| Participation rate | 90.1% | 78.3%+11.7pp | 74.5%+15.6pp | 72.0%+18.1pp |
| Annual return | 13.03% | 17.67%-4.6pp | 24.95%-11.9pp | 34.26%-21.2pp |
| Employer contribution / active EE | $1,963 | $4,253-53.8% | $3,871-49.3% | $3,038-35.4% |
| Participant deferral / active EE | $4,433 | $3,961+11.9% | $5,060-12.4% | $5,090-12.9% |
| Admin fee / account holder | $35 | $288-87.7% | $8,388-99.6% | $269-86.9% |