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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 | $106,264-9.6% | $147,117-34.7% | $77,762+23.6% |
| Participation rate | 73.3% | 78.4%-5.1pp | 82.2%-8.9pp | 70.6%+2.7pp |
| Annual return | 14.99% | 56.94%-41.9pp | 420.54%-405.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $2,705 | $4,074-33.6% | $4,932-45.2% | $2,728-0.8% |
| Participant deferral / active EE | $8,736 | $8,003+9.2% | $8,065+8.3% | $4,651+87.8% |
| Admin fee / account holder | $14 | $334-95.7% | $12,993-99.9% | $433-96.7% |