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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,044 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $95,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $46,000 |
THOMPSON HINE11+ years Service code 29 · EIN 34-0575300 | Legal | $34,081 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,998 | $139,251+155.7% | $113,397+213.9% | $100,573+254.0% |
| Participation rate | 98.7% | 88.8%+9.9pp | 76.5%+22.2pp | 70.9%+27.8pp |
| Annual return | 15.81% | 14.13%+1.7pp | 23.20%-7.4pp | 18.89%-3.1pp |
| Employer contribution / active EE | $8,732 | $3,969+120.0% | $2,977+193.3% | $3,763+132.0% |
| Participant deferral / active EE | $20,636 | $7,399+178.9% | $5,076+306.5% | $4,921+319.4% |
| Admin fee / account holder | $84 | $149-43.7% | $11,957-99.3% | $454-81.5% |