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| Provider | Service type | Compensation |
|---|---|---|
FLAGEL HUBER FLAGEL6 years Service code 99 · EIN 11-1000111 | Other Fees | $12,765 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,396 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 31-1299207 | Other Fees | $8,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,629 | $101,591+56.1% | $147,096+7.8% | $74,429+113.1% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 17.25% | 8746.45%-8729.2pp | 419.75%-402.5pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $3,667 | $3,813-3.8% | $4,936-25.7% | $2,625+39.7% |
| Participant deferral / active EE | $14,668 | $7,302+100.9% | $8,071+81.7% | $4,348+237.3% |
| Admin fee / account holder | $156 | $1,750-91.1% | $13,005-98.8% | $1,944-92.0% |