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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,594 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,467 |
Service code 29 · EIN 31-0570030 | Legal | $14,669 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,157 | $88,117-10.2% | $164,928-52.0% | $74,400+6.4% |
| Participation rate | 78.7% | 73.1%+5.6pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 11.50% | 17.27%-5.8pp | 70.08%-58.6pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $1,679 | $2,596-35.3% | $4,343-61.3% | $2,624-36.0% |
| Participant deferral / active EE | $7,680 | $4,501+70.6% | $6,034+27.3% | $4,348+76.6% |
| Admin fee / account holder | $229 | $2,230-89.7% | $12,684-98.2% | $1,944-88.2% |