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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $8,076 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, AZ 66211 | Advisory (Plan) | $1,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,235 | $88,634-80.6% | $101,326-83.0% | $74,304-76.8% |
| Participation rate | 23.8% | 76.9%-53.1pp | 81.5%-57.7pp | 60.3%-36.6pp |
| Annual return | 15.05% | 33.10%-18.0pp | 36.82%-21.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $252 | $2,930-91.4% | $3,665-93.1% | $2,241-88.8% |
| Participant deferral / active EE | $601 | $7,322-91.8% | $7,994-92.5% | $3,767-84.1% |
| Admin fee / account holder | $344 | $2,425-85.8% | $11,185-96.9% | $2,969-88.4% |