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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $49,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,660 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,018 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,053 | $26,140+263.6% | $58,507+62.5% | $74,473+27.6% |
| Participation rate | 75.7% | 32.1%+43.6pp | 50.9%+24.8pp | 70.7%+5.0pp |
| Annual return | 16.14% | 32.51%-16.4pp | 4252.32%-4236.2pp | 34.36%-18.2pp |
| Employer contribution / active EE | $3,512 | $537+554.4% | $1,053+233.5% | $2,638+33.1% |
| Participant deferral / active EE | $8,619 | $1,075+701.7% | $1,922+348.3% | $4,530+90.2% |
| Admin fee / account holder | $115 | $652-82.4% | $2,486-95.4% | $347-66.9% |