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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $24,356 |
THE VANGUARD GROUP, INC.3 years Service code 37 · EIN 23-1945930 | Loan Processing | $8,430 |
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 | $44,862 | $79,045-43.2% | $100,378-55.3% | $74,429-39.7% |
| Participation rate | 93.0% | 79.4%+13.5pp | 81.5%+11.5pp | 67.2%+25.8pp |
| Annual return | 20.49% | 20.61%-0.1pp | 49.41%-28.9pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $8,076 | $3,015+167.8% | $3,942+104.9% | $2,625+207.7% |
| Participant deferral / active EE | $17,114 | $7,751+120.8% | $8,087+111.6% | $4,348+293.6% |
| Admin fee / account holder | $90 | $1,335-93.3% | $7,899-98.9% | $1,944-95.4% |