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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $53,424 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Custodial (other ... | $39,411 |
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 | $42,145 | $129,227-67.4% | $184,260-77.1% | $77,736-45.8% |
| Participation rate | 62.2% | 87.4%-25.2pp | 86.8%-24.6pp | 70.6%-8.4pp |
| Annual return | 24.08% | 33.24%-9.2pp | 28.84%-4.8pp | 31.26%-7.2pp |
| Employer contribution / active EE | $1,372 | $4,412-68.9% | $6,427-78.7% | $2,728-49.7% |
| Participant deferral / active EE | $4,349 | $7,307-40.5% | $9,133-52.4% | $4,651-6.5% |
| Admin fee / account holder | $209 | $256-18.2% | $13,898-98.5% | $433-51.7% |