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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 13 PO BOX 952032 · ST. LOUIS, MO 63195 | Contract Administrator | $13,894 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,682 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $5,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,305 | $58,320-53.2% | $86,439-68.4% | $66,930-59.2% |
| Participation rate | 96.8% | 78.6%+18.2pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | 10.70% | -9.71%+20.4pp | 4395.55%-4384.9pp | 1.57%+9.1pp |
| Employer contribution / active EE | $7,387 | $2,615+182.4% | $3,769+96.0% | $2,545+190.3% |
| Participant deferral / active EE | $14,460 | $6,899+109.6% | $6,952+108.0% | $4,238+241.2% |
| Admin fee / account holder | $90 | $546-83.6% | $6,732-98.7% | $593-84.9% |