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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,951 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $18,750 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,485 | $81,948-42.1% | $90,766-47.7% | $64,824-26.7% |
| Participation rate | 72.4% | 80.5%-8.0pp | 75.7%-3.3pp | 71.5%+0.9pp |
| Annual return | -15.97% | -12.53%-3.4pp | -12.16%-3.8pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,370 | $3,067-55.3% | $2,922-53.1% | $2,507-45.3% |
| Participant deferral / active EE | $3,953 | $4,844-18.4% | $4,565-13.4% | $4,311-8.3% |
| Admin fee / account holder | $208 | $157+32.2% | $8,446-97.5% | $188+10.6% |