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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 | $92,076-11.2% | $105,608-22.6% | $77,714+5.2% |
| Participation rate | 99.3% | 81.0%+18.2pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 16.42% | 17.84%-1.4pp | 116.50%-100.1pp | 31.26%-14.8pp |
| Employer contribution / active EE | $7,025 | $3,370+108.5% | $3,167+121.8% | $2,727+157.6% |
| Participant deferral / active EE | $12,162 | $5,390+125.7% | $5,010+142.8% | $4,649+161.6% |
| Admin fee / account holder | $220 | $219+0.4% | $11,028-98.0% | $433-49.3% |