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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,997 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $7,815 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,476 | $63,321-80.3% | $68,803-81.9% | $77,906-84.0% |
| Participation rate | 14.3% | 71.1%-56.8pp | 69.0%-54.7pp | 73.7%-59.4pp |
| Annual return | -15.70% | -6.50%-9.2pp | -6.37%-9.3pp | 12.16%-27.9pp |
| Employer contribution / active EE | $563 | $2,794-79.9% | $2,656-78.8% | $2,846-80.2% |
| Participant deferral / active EE | $1,197 | $4,029-70.3% | $3,942-69.6% | $4,805-75.1% |
| Admin fee / account holder | $74 | $104-29.2% | $4,936-98.5% | $133-44.4% |