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| Provider | Service type | Compensation |
|---|---|---|
FGMK FINANCIAL SERVICES, LLC2 years Service code 49 · EIN 20-0128147 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Other Services | $19,720 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 20-8874282 | Advisory (Participants) | $242 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $85 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,093 | $106,110-9.4% | $147,005-34.6% | $77,671+23.7% |
| Participation rate | 73.3% | 78.4%-5.1pp | 82.2%-8.8pp | 70.6%+2.7pp |
| Annual return | 14.99% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.2pp |
| Employer contribution / active EE | $2,705 | $4,065-33.4% | $4,934-45.2% | $2,726-0.8% |
| Participant deferral / active EE | $8,736 | $7,992+9.3% | $8,070+8.3% | $4,648+88.0% |
| Admin fee / account holder | $14 | $338-95.8% | $13,006-99.9% | $430-96.7% |