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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 82-1527659 | Consulting | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,591 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $22,868 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $21,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,160 | $107,218+64.3% | $115,768+52.2% | $79,634+121.2% |
| Participation rate | 79.4% | 76.8%+2.6pp | 74.4%+5.1pp | 62.5%+17.0pp |
| Annual return | 15.79% | 15.41%+0.4pp | 100.46%-84.7pp | 36.46%-20.7pp |
| Employer contribution / active EE | $6,543 | $3,627+80.4% | $2,940+122.6% | $2,529+158.7% |
| Participant deferral / active EE | $1,638 | $5,091-67.8% | $4,917-66.7% | $3,835-57.3% |
| Admin fee / account holder | $322 | $576-44.1% | $12,439-97.4% | $1,002-67.9% |