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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST Service code 13 · EIN 45-0404698 | Contract Administrator | $70,739 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,201 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $9,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,569 | $106,264-65.6% | $147,117-75.1% | $77,762-53.0% |
| Participation rate | 65.5% | 78.4%-12.9pp | 82.2%-16.7pp | 70.6%-5.1pp |
| Annual return | 22.26% | 56.94%-34.7pp | 420.54%-398.3pp | 31.27%-9.0pp |
| Employer contribution / active EE | $1,555 | $4,074-61.8% | $4,932-68.5% | $2,728-43.0% |
| Participant deferral / active EE | $3,145 | $8,003-60.7% | $8,065-61.0% | $4,651-32.4% |
| Admin fee / account holder | $164 | $334-51.1% | $12,993-98.7% | $433-62.2% |