Filed November 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $278,055 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $58,500 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $19,500 |
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.
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 | $24,322 | $53,531-54.6% | $86,188-71.8% | $96,393-74.8% |
| Participation rate | 42.1% | 53.4%-11.3pp | 69.0%-26.8pp | 71.3%-29.2pp |
| Annual return | 24.08% | 20.51%+3.6pp | 1168.45%-1144.4pp | 22.88%+1.2pp |
| Employer contribution / active EE | $489 | $1,158-57.8% | $2,380-79.5% | $3,238-84.9% |
| Participant deferral / active EE | $1,899 | $1,965-3.3% | $3,985-52.3% | $5,455-65.2% |
| Admin fee / account holder | $66 | $55+19.4% | $6,852-99.0% | $74-10.4% |