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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $57,687 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $37,549 |
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 | $63,687 | $95,369-33.2% | $135,942-53.2% | $74,440-14.4% |
| Participation rate | 76.3% | 78.2%-1.9pp | 81.9%-5.6pp | 70.7%+5.6pp |
| Annual return | 265.83% | 32.72%+233.1pp | 68.28%+197.6pp | 34.37%+231.5pp |
| Employer contribution / active EE | $2,738 | $3,878-29.4% | $4,858-43.6% | $2,638+3.8% |
| Participant deferral / active EE | $8,203 | $7,788+5.3% | $7,759+5.7% | $4,529+81.1% |
| Admin fee / account holder | $209 | $266-21.6% | $10,764-98.1% | $348-40.0% |