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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $23,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,958 | $130,294-56.3% | $170,028-66.5% | $71,495-20.3% |
| Participation rate | 64.0% | 86.2%-22.1pp | 87.0%-23.0pp | 67.9%-3.9pp |
| Annual return | 21.43% | 20.36%+1.1pp | 53.39%-32.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $1,317 | $4,385-70.0% | $6,788-80.6% | $2,589-49.1% |
| Participant deferral / active EE | $5,167 | $6,928-25.4% | $10,409-50.4% | $4,291+20.4% |
| Admin fee / account holder | $296 | $966-69.3% | $12,820-97.7% | $1,588-81.3% |