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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $206,097 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $73,751 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $44,204 | $122,128-63.8% | $147,117-70.0% | $200,096-77.9% |
| Participation rate | 76.8% | 78.2%-1.4pp | 82.2%-5.4pp | 72.0%+4.8pp |
| Annual return | 13.10% | 30.58%-17.5pp | 420.54%-407.4pp | 34.26%-21.2pp |
| Employer contribution / active EE | $2,036 | $4,093-50.3% | $4,932-58.7% | $3,038-33.0% |
| Participant deferral / active EE | $4,977 | $8,484-41.3% | $8,065-38.3% | $5,090-2.2% |
| Admin fee / account holder | $194 | $180+8.0% | $12,993-98.5% | $269-28.0% |