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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $9,661 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,731 |
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 | $59,990 | $91,474-34.4% | $135,982-55.9% | $71,529-16.1% |
| Participation rate | 78.3% | 75.7%+2.6pp | 81.9%-3.7pp | 67.9%+10.3pp |
| Annual return | 808.63% | 29.89%+778.7pp | 68.32%+740.3pp | 28.97%+779.7pp |
| Employer contribution / active EE | $2,046 | $3,705-44.8% | $4,859-57.9% | $2,590-21.0% |
| Participant deferral / active EE | $10,602 | $7,095+49.4% | $7,760+36.6% | $4,291+147.1% |
| Admin fee / account holder | $74 | $1,267-94.2% | $10,767-99.3% | $1,588-95.4% |