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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,252 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 27 · EIN 13-3180631 | Advisory (Plan) | $39,735 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 29 · EIN 43-1807084 | Legal | $6,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 0.29% | 15.10%-14.8pp | 19.79%-19.5pp | 12.28%-12.0pp |
| Employer contribution / active EE | $0 | $35,103-100.0% | $30,350-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $72-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |