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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,250 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $35,986 |
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 | $81,762 | $92,090-11.2% | $106,201-23.0% | $77,671+5.3% |
| Participation rate | 99.3% | 81.0%+18.2pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 16.42% | 17.89%-1.5pp | 116.26%-99.8pp | 31.21%-14.8pp |
| Employer contribution / active EE | $7,025 | $3,368+108.6% | $3,170+121.6% | $2,726+157.7% |
| Participant deferral / active EE | $12,162 | $5,386+125.8% | $5,012+142.6% | $4,648+161.7% |
| Admin fee / account holder | $220 | $219+0.3% | $11,039-98.0% | $430-48.9% |