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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,629 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 49 · EIN 84-2276766 | Other Services | $7,584 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $112,506 | $88,186+27.6% | $165,071-31.8% | $74,459+51.1% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 25.73% | 17.13%+8.6pp | 70.17%-44.4pp | 1369.70%-1344.0pp |
| Employer contribution / active EE | $6,396 | $2,600+146.0% | $4,347+47.1% | $2,626+143.6% |
| Participant deferral / active EE | $10,084 | $4,505+123.9% | $6,035+67.1% | $4,350+131.8% |
| Admin fee / account holder | $273 | $2,234-87.8% | $12,695-97.9% | $1,945-86.0% |