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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,176 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 452463740 | Contract Administrator | $2,110 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,098 |
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 | $55,867 | $58,258-4.1% | $81,820-31.7% | $80,925-31.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.47% | 41.76%-26.3pp | 777.93%-762.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $4,805 | $2,345+104.9% | $2,915+64.8% | $2,756+74.3% |
| Participant deferral / active EE | $7,575 | $3,284+130.7% | $4,323+75.2% | $4,299+76.2% |
| Admin fee / account holder | $140 | $4,976-97.2% | $7,391-98.1% | $6,940-98.0% |