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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $73,083 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 | Recordkeeping fees; Participant loan ... | $42,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,202 | $130,224-56.1% | $197,124-71.0% | $79,634-28.2% |
| Participation rate | 62.8% | 87.8%-25.1pp | 86.7%-24.0pp | 62.5%+0.3pp |
| Annual return | 34.08% | 23.65%+10.4pp | 44.34%-10.3pp | 36.46%-2.4pp |
| Employer contribution / active EE | $1,378 | $4,314-68.1% | $6,227-77.9% | $2,529-45.5% |
| Participant deferral / active EE | $5,111 | $7,378-30.7% | $9,135-44.0% | $3,835+33.3% |
| Admin fee / account holder | $239 | $254-6.2% | $16,298-98.5% | $1,002-76.2% |