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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $65,185 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $42,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,940 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $32,500 |
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 | $110,263 | $148,970-26.0% | $133,698-17.5% | $200,096-44.9% |
| Participation rate | 99.5% | 79.4%+20.1pp | 76.4%+23.1pp | 72.0%+27.5pp |
| Annual return | 801.60% | 27.07%+774.5pp | 580.90%+220.7pp | 34.26%+767.3pp |
| Employer contribution / active EE | $4,319 | $3,561+21.3% | $4,218+2.4% | $3,038+42.2% |
| Participant deferral / active EE | $5,594 | $6,140-8.9% | $7,016-20.3% | $5,090+9.9% |
| Admin fee / account holder | $94 | $144-34.8% | $6,703-98.6% | $269-65.1% |