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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,339 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $9,213 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $6,645 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,823 | $89,465-57.7% | $165,071-77.1% | $77,736-51.3% |
| Participation rate | 51.9% | 78.6%-26.7pp | 78.6%-26.7pp | 70.6%-18.6pp |
| Annual return | 14.63% | 28.86%-14.2pp | 70.17%-55.5pp | 31.26%-16.6pp |
| Employer contribution / active EE | $1,538 | $2,565-40.0% | $4,347-64.6% | $2,728-43.6% |
| Participant deferral / active EE | $2,856 | $4,904-41.8% | $6,035-52.7% | $4,651-38.6% |
| Admin fee / account holder | $203 | $340-40.2% | $12,695-98.4% | $433-53.1% |