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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $210,917 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $78,224 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $62,942 |
Filed as: CREATIVE PLANNING-LOCKTON RET SVCS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,326 |
WINDES, INC.4 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $17,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,383 | $88,480-13.7% | $96,683-21.0% | $80,160-4.7% |
| Participation rate | 97.9% | 79.9%+18.1pp | 74.3%+23.6pp | 72.9%+25.0pp |
| Annual return | 19.01% | 22.53%-3.5pp | 35.69%-16.7pp | 40.38%-21.4pp |
| Employer contribution / active EE | $3,407 | $4,176-18.4% | $3,737-8.8% | $2,978+14.4% |
| Participant deferral / active EE | $10,264 | $3,959+159.3% | $4,878+110.4% | $5,017+104.6% |
| Admin fee / account holder | $193 | $212-8.7% | $6,730-97.1% | $145+33.4% |