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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $75,611 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $27,500 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $27,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $27,415 |
LUTZ & COMPANY, PC3 years Service code 10 · EIN 47-0625816 | Accounting | $17,850 |
Filed as: HOUSTON BENEFIT CONSULTING, LLC Service code 49 · EIN 81-5060495 | Other Services | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,283 | $71,142+48.0% | $119,634-12.0% | $64,824+62.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -11.99% | -10.01%-2.0pp | -14.98%+3.0pp | 32.84%-44.8pp |
| Employer contribution / active EE | $4,992 | $2,497+99.9% | $4,232+18.0% | $2,507+99.1% |
| Participant deferral / active EE | $7,635 | $4,490+70.1% | $5,601+36.3% | $4,311+77.1% |
| Admin fee / account holder | $193 | $162+19.0% | $10,329-98.1% | $188+2.7% |