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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $126,566 |
SB & COMPANY, LLC8 years Service code 10 · EIN 20-2153727 | Accounting | $13,617 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $6,402 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,306 | $53,216-14.9% | $155,534-70.9% | $199,960-77.3% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.3pp | 72.0%+22.6pp |
| Annual return | 11.23% | 41.18%-29.9pp | 64.92%-53.7pp | 34.28%-23.1pp |
| Employer contribution / active EE | $1,573 | $1,848-14.9% | $4,675-66.4% | $3,036-48.2% |
| Participant deferral / active EE | $5,087 | $3,164+60.8% | $5,630-9.6% | $5,0870% |
| Admin fee / account holder | $59 | $186-68.2% | $15,900-99.6% | $269-78.0% |