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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $28,839 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $20,583 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL, INC Service code 28 · EIN 22-2799756 | Investment Management | $19,570 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,861 | $63,905-58.0% | $74,184-63.8% | $57,658-53.4% |
| Participation rate | 88.6% | 79.8%+8.9pp | 76.6%+12.0pp | 70.2%+18.4pp |
| Annual return | 6.32% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $896 | $1,840-51.3% | $2,370-62.2% | $1,974-54.6% |
| Participant deferral / active EE | $1,249 | $3,448-63.8% | $3,550-64.8% | $3,061-59.2% |
| Admin fee / account holder | $171 | $91+87.7% | $5,586-96.9% | $95+80.8% |