Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $113,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,983 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,684 |
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 | $87,740 | $50,151+75.0% | $149,696-41.4% | $80,157+9.5% |
| Participation rate | 95.5% | 64.3%+31.2pp | 78.8%+16.7pp | 72.9%+22.6pp |
| Annual return | 43.95% | 29.80%+14.1pp | 134.46%-90.5pp | 40.39%+3.6pp |
| Employer contribution / active EE | $5,832 | $1,867+212.4% | $4,821+21.0% | $2,977+95.9% |
| Participant deferral / active EE | $6,125 | $3,194+91.7% | $5,682+7.8% | $5,015+22.1% |
| Admin fee / account holder | $80 | $153-47.9% | $13,212-99.4% | $145-45.1% |