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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $149,829 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $61,434 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $19,694 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,724 | $40,278+18.5% | $80,569-40.8% | $80,160-40.5% |
| Participation rate | 66.7% | 47.5%+19.2pp | 67.0%-0.3pp | 72.9%-6.2pp |
| Annual return | 18.70% | 50.86%-32.2pp | 935.43%-916.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,633 | $1,332+22.5% | $2,723-40.0% | $2,978-45.2% |
| Participant deferral / active EE | $3,023 | $2,696+12.1% | $4,447-32.0% | $5,017-39.7% |
| Admin fee / account holder | $105 | $210-50.0% | $5,377-98.0% | $145-27.4% |