Filed August 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,816 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $56,250 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 16 · EIN 36-2668272 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,017 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $7,215 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,785 | $58,644-27.0% | $178,528-76.0% | $199,921-78.6% |
| Participation rate | 88.5% | 65.5%+23.0pp | 77.1%+11.4pp | 72.0%+16.4pp |
| Annual return | 23.10% | 19.25%+3.9pp | 27.11%-4.0pp | 34.28%-11.2pp |
| Employer contribution / active EE | $4 | $1,801-99.8% | $3,950-99.9% | $3,035-99.9% |
| Participant deferral / active EE | $8,119 | $4,248+91.1% | $6,278+29.3% | $5,089+59.5% |
| Admin fee / account holder | $68 | $145-53.4% | $10,419-99.3% | $269-74.8% |