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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $96,120 |
WINDES, INC.1 year Filed as: WINDES, INC Service code 10 · EIN 95-3001179 | Accounting | $13,968 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $5,625 |
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 | $94,829 | $122,128-22.4% | $147,117-35.5% | $200,096-52.6% |
| Participation rate | 97.1% | 78.2%+19.0pp | 82.2%+14.9pp | 72.0%+25.1pp |
| Annual return | 14.25% | 30.58%-16.3pp | 420.54%-406.3pp | 34.26%-20.0pp |
| Employer contribution / active EE | $2,672 | $4,093-34.7% | $4,932-45.8% | $3,038-12.0% |
| Participant deferral / active EE | $9,713 | $8,484+14.5% | $8,065+20.4% | $5,090+90.8% |
| Admin fee / account holder | $65 | $180-63.9% | $12,993-99.5% | $269-76.0% |