Filed August 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,057 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $15,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,088 | $62,686-75.9% | $178,540-91.5% | $77,736-80.6% |
| Participation rate | 61.4% | 66.9%-5.5pp | 77.1%-15.7pp | 70.6%-9.2pp |
| Annual return | 12.78% | 16.16%-3.4pp | 27.15%-14.4pp | 31.26%-18.5pp |
| Employer contribution / active EE | $935 | $1,914-51.1% | $3,953-76.3% | $2,728-65.7% |
| Participant deferral / active EE | $2,111 | $4,224-50.0% | $6,281-66.4% | $4,651-54.6% |
| Admin fee / account holder | $124 | $386-67.9% | $10,424-98.8% | $433-71.4% |