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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,193 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,756 |
Filed as: KRUGGEL LAWTON & CO., LLC Service code 10 · EIN 35-1307701 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,486 | $59,054-55.1% | $97,260-72.8% | $77,736-65.9% |
| Participation rate | 82.2% | 67.9%+14.3pp | 72.7%+9.6pp | 70.6%+11.6pp |
| Annual return | 11.76% | 16.96%-5.2pp | 75.54%-63.8pp | 31.26%-19.5pp |
| Employer contribution / active EE | $371 | $1,742-78.7% | $2,721-86.4% | $2,728-86.4% |
| Participant deferral / active EE | $2,638 | $3,930-32.9% | $4,262-38.1% | $4,651-43.3% |
| Admin fee / account holder | $174 | $346-49.7% | $5,640-96.9% | $433-59.8% |