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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $268,497 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $104,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $68,441 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $33,400 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $19,538 |
BARNES & THORNBURG LLP1 year Service code 29 11 S. MERIDIAN ST. · INDIANAPOLIS, IN 462043535 | Legal | $522 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,990 | $115,744+27.9% | $100,392+47.4% | $199,960-26.0% |
| Participation rate | 97.4% | 85.7%+11.7pp | 81.5%+15.9pp | 72.0%+25.4pp |
| Annual return | 9.60% | 17.79%-8.2pp | 49.45%-39.8pp | 34.28%-24.7pp |
| Employer contribution / active EE | $2,711 | $3,657-25.9% | $3,941-31.2% | $3,036-10.7% |
| Participant deferral / active EE | $4,911 | $9,844-50.1% | $8,090-39.3% | $5,087-3.5% |
| Admin fee / account holder | $297 | $93+219.4% | $7,904-96.2% | $269+10.2% |