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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $253,883 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $37,500 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 99 · EIN 20-8874282 | Other Fees | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,146 | $78,044-80.6% | $91,225-83.4% | $78,044-80.6% |
| Participation rate | 31.8% | 74.4%-42.7pp | 73.2%-41.4pp | 74.4%-42.7pp |
| Annual return | -12.05% | 10.87%-22.9pp | 114.10%-126.1pp | 10.87%-22.9pp |
| Employer contribution / active EE | $853 | $3,125-72.7% | $2,851-70.1% | $3,125-72.7% |
| Participant deferral / active EE | $1,711 | $5,084-66.3% | $4,234-59.6% | $5,084-66.3% |
| Admin fee / account holder | $88 | $79+11.8% | $5,422-98.4% | $79+11.8% |