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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE FINANCIAL DESIGNS5 years Service code 26 2704 S GOYER RD. · KOKOMO, IN 46902 | Advisory (Participants) | $47,717 |
JULY BUSINESS SERVICES5 years Service code 15 · EIN 74-2715820 | Recordkeeping | $18,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,223 | $45,312+39.5% | $86,233-26.7% | $67,986-7.0% |
| Participation rate | 63.5% | 42.4%+21.1pp | 69.0%-5.5pp | 57.2%+6.3pp |
| Annual return | 12.82% | 24.79%-12.0pp | 61.39%-48.6pp | 31.67%-18.8pp |
| Employer contribution / active EE | $888 | $1,160-23.4% | $2,504-64.5% | $2,019-56.0% |
| Participant deferral / active EE | $5,263 | $2,185+140.9% | $4,559+15.4% | $3,358+56.7% |
| Admin fee / account holder | $430 | $3,295-86.9% | $8,342-94.8% | $3,203-86.6% |