Filed June 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,006 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $10,103 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,395 | $71,142-65.7% | $119,609-79.6% | $64,808-62.4% |
| Participation rate | 94.6% | 78.6%+16.0pp | 79.3%+15.3pp | 71.5%+23.1pp |
| Annual return | -10.63% | -10.01%-0.6pp | -14.97%+4.3pp | 32.82%-43.4pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,784 | $4,490-15.7% | $5,602-32.5% | $4,310-12.2% |
| Admin fee / account holder | $114 | $162-29.6% | $10,323-98.9% | $188-39.2% |