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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $151,431 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $41,361 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,900 | $64,612+23.7% | $86,438-7.6% | $64,819+23.3% |
| Participation rate | 95.3% | 81.5%+13.9pp | 80.3%+15.0pp | 71.5%+23.9pp |
| Annual return | -16.16% | 0.66%-16.8pp | 4397.19%-4413.3pp | 32.84%-49.0pp |
| Employer contribution / active EE | $4,962 | $2,744+80.8% | $3,769+31.6% | $2,507+97.9% |
| Participant deferral / active EE | $11,388 | $7,497+51.9% | $6,952+63.8% | $4,311+164.2% |
| Admin fee / account holder | $249 | $169+47.5% | $6,733-96.3% | $188+32.7% |