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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $46,164 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $33,517 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL, INC Service code 28 · EIN 22-2799756 | Investment Management | $22,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $26,673 | $69,305-61.5% | $82,313-67.6% | $69,631-61.7% |
| Participation rate | 90.8% | 80.3%+10.6pp | 76.9%+14.0pp | 70.7%+20.2pp |
| Annual return | 12.49% | 21.47%-9.0pp | 25.88%-13.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $877 | $1,887-53.5% | $2,428-63.9% | $2,032-56.8% |
| Participant deferral / active EE | $1,205 | $3,568-66.2% | $3,706-67.5% | $3,224-62.6% |
| Admin fee / account holder | $240 | $97+147.3% | $5,608-95.7% | $110+117.6% |