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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $14,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,802 | $55,932-11.0% | $76,735-35.1% | $67,986-26.7% |
| Participation rate | 100.0% | 50.8%+49.2pp | 69.5%+30.5pp | 57.2%+42.8pp |
| Annual return | 8.46% | 23.10%-14.6pp | 29.77%-21.3pp | 31.67%-23.2pp |
| Employer contribution / active EE | $5,000 | $1,487+236.3% | $2,454+103.7% | $2,019+147.7% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $440 | $4,907-91.0% | $7,189-93.9% | $3,203-86.3% |