Filed February 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $57,410 |
CREATIVE PLANNING LLC1 year Service code 13 · EIN 43-1270780 | Contract Administrator | $20,000 |
Service code 13 · EIN 20-8874282 | Contract Administrator | $20,000 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 95-4724815 | Contract Administrator | $14,350 |
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 | $53,875 | $42,367+27.2% | $79,576-32.3% | $64,814-16.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -16.87% | -12.23%-4.6pp | 0.15%-17.0pp | 32.84%-49.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,840 | $3,170+84.2% | $3,985+46.5% | $4,310+35.5% |
| Admin fee / account holder | $11 | $160-92.8% | $6,834-99.8% | $188-93.9% |