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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $27,563 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Other Services | $7,665 |
Service code 99 · EIN 31-1299207 | Other Fees | $7,600 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $60,238 | $81,948-26.5% | $90,756-33.6% | $64,814-7.1% |
| Participation rate | 73.2% | 80.5%-7.3pp | 75.7%-2.5pp | 71.5%+1.7pp |
| Annual return | -9.26% | -12.53%+3.3pp | -12.16%+2.9pp | 32.84%-42.1pp |
| Employer contribution / active EE | $948 | $3,067-69.1% | $2,922-67.5% | $2,507-62.2% |
| Participant deferral / active EE | $3,908 | $4,844-19.3% | $4,565-14.4% | $4,310-9.3% |
| Admin fee / account holder | $105 | $157-32.9% | $8,445-98.8% | $188-43.9% |