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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLAN DESIGNS, LTD5+ years Service code 11 · EIN 11-2515970 90 MERRICK AVENUE · EAST MEADOW, NY 11554 | Actuarial | $28,100 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,911 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 45-1807570 1 PENN PLAZA · NEW YORK, NY 10119 | Actuarial | $8,135 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHCHILDS LLP Service code 29 101 PARK AVENUE · NEW YORK, NY 10178 | Legal | $6,591 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,145 |
MMA SECURITIES LLC5+ years Filed as: ASSURED SKCG, INC. Service code 15 · EIN 13-3866919 128 MAIN STREET · WHITE PLAINS, NC 10601 | Recordkeeping | $835 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 11.28% | 4.63%+6.7pp | 29.77%-18.5pp | 12.16%-0.9pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |