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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 | $52,682-5.5% | $78,004-36.2% | $64,097-22.3% |
| Participation rate | 100.0% | 47.7%+52.3pp | 69.4%+30.6pp | 55.2%+44.8pp |
| Annual return | 8.46% | 22.45%-14.0pp | 31.07%-22.6pp | 34.64%-26.2pp |
| Employer contribution / active EE | $5,000 | $1,323+277.8% | $2,469+102.5% | $1,891+164.3% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $4,092-100.0% | $3,080-100.0% |
| Admin fee / account holder | $440 | $5,420-91.9% | $7,578-94.2% | $3,454-87.3% |