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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 55-5000555 | Other Fees | $9,400 |
FLAGEL HUBER FLAGEL5 years Service code 99 · EIN 11-1000111 | Other Fees | $5,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,982 |
LATITUDE SERVICE COMPANY INC3 years Service code 49 | Other Services | $3,436 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,275 | $91,439+60.0% | $135,974+7.6% | $71,511+104.5% |
| Participation rate | 91.1% | 75.7%+15.5pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 18.78% | 29.90%-11.1pp | 68.30%-49.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $2,986 | $3,705-19.4% | $4,859-38.6% | $2,589+15.3% |
| Participant deferral / active EE | $11,942 | $7,093+68.4% | $7,760+53.9% | $4,291+178.3% |
| Admin fee / account holder | $111 | $1,267-91.2% | $10,767-99.0% | $1,588-93.0% |