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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 | Other Services | $8,349 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,135 |
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 | $87,904 | $101,591-13.5% | $147,096-40.2% | $74,429+18.1% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 16.82% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $5,107 | $3,813+34.0% | $4,936+3.5% | $2,625+94.6% |
| Participant deferral / active EE | $11,357 | $7,302+55.5% | $8,071+40.7% | $4,348+161.2% |
| Admin fee / account holder | $43 | $1,750-97.5% | $13,005-99.7% | $1,944-97.8% |