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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0294708 | Other Services | $46,876 |
Filed as: CLEAR CREEK FINANCIAL MANAGEMENT Service code 99 · EIN 46-5392613 | Other Fees | $23,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,256 | $81,504-51.8% | $102,437-61.7% | $80,959-51.5% |
| Participation rate | 94.7% | 66.9%+27.8pp | 74.5%+20.2pp | 67.7%+27.0pp |
| Annual return | 15.93% | 25.60%-9.7pp | 24.95%-9.0pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,882 | $3,104-39.4% | $3,871-51.4% | $2,757-31.7% |
| Participant deferral / active EE | $2,992 | $3,871-22.7% | $5,060-40.9% | $4,300-30.4% |
| Admin fee / account holder | $356 | $6,719-94.7% | $8,388-95.8% | $6,925-94.9% |