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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 5440 W 100TH ST STE 102 · SHAWNEE MISSION, KS 66211 | Investment Management | $23,143 |
TSC 401K1 year Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $20,588 |
NATIONWIDE8 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $20,020 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $3,990 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $1,595 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,160 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $474 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,546 | $86,949-14.3% | $102,460-27.2% | $80,959-7.9% |
| Participation rate | 59.8% | 72.4%-12.6pp | 76.5%-16.7pp | 67.7%-7.9pp |
| Annual return | 10.98% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,829 | $2,370-22.8% | $3,025-39.6% | $2,757-33.7% |
| Participant deferral / active EE | $4,008 | $4,121-2.7% | $5,056-20.7% | $4,300-6.8% |
| Admin fee / account holder | $198 | $8,048-97.5% | $9,460-97.9% | $6,925-97.1% |