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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 | Direct payment from the plan; Claims ... | $11,492 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,607 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,508 | $63,768-86.7% | $98,483-91.4% | $79,391-89.3% |
| Participation rate | 82.9% | 69.9%+13.1pp | 73.3%+9.6pp | 70.7%+12.2pp |
| Annual return | 16.12% | 626.18%-610.1pp | 1494.38%-1478.3pp | 116.88%-100.8pp |
| Employer contribution / active EE | $1,114 | $2,558-56.4% | $2,961-62.4% | $2,428-54.1% |
| Participant deferral / active EE | $1,597 | $3,305-51.7% | $4,276-62.6% | $4,046-60.5% |
| Admin fee / account holder | $82 | $516-84.2% | $5,953-98.6% | $627-87.0% |