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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 11-1000111 | Other Fees | $8,221 |
Service code 49 | Other Services | $1,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,467 | $73,978-56.1% | $96,515-66.4% | $75,173-56.8% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 18.26% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $3,160 | $2,931+7.8% | $3,740-15.5% | $2,671+18.3% |
| Participant deferral / active EE | $3,058 | $3,660-16.5% | $4,880-37.3% | $4,126-25.9% |
| Admin fee / account holder | $126 | $5,219-97.6% | $6,735-98.1% | $5,651-97.8% |