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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,365 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,491 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,757 | $107,218-48.0% | $115,768-51.8% | $79,634-30.0% |
| Participation rate | 86.7% | 76.8%+9.9pp | 74.4%+12.3pp | 62.5%+24.2pp |
| Annual return | 18.05% | 15.41%+2.6pp | 100.46%-82.4pp | 36.46%-18.4pp |
| Employer contribution / active EE | $1,376 | $3,627-62.1% | $2,940-53.2% | $2,529-45.6% |
| Participant deferral / active EE | $4,421 | $5,091-13.1% | $4,917-10.1% | $3,835+15.3% |
| Admin fee / account holder | $194 | $576-66.3% | $12,439-98.4% | $1,002-80.6% |