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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $37,402 |
MERITAGE PORTFOLIO MANAGEMENT8+ years Service code 26 · EIN 48-1100663 | Advisory (Participants) | $18,746 |
KRILOGY FINANCIAL LLC4 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $13,293 |
CANVAS WEALTH ADVISORS LLC2 years Service code 26 · EIN 84-1908421 | Advisory (Participants) | $7,026 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,972 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $230,842 | $82,202+180.8% | $125,339+84.2% | $64,808+256.2% |
| Participation rate | 97.5% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -13.45% | 3.48%-16.9pp | 572.05%-585.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $12,330 | $3,615+241.0% | $4,814+156.1% | $2,506+392.0% |
| Participant deferral / active EE | $9,580 | $7,175+33.5% | $7,446+28.6% | $4,310+122.2% |
| Admin fee / account holder | $132 | $163-19.1% | $10,010-98.7% | $188-29.7% |