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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S BEST 401K Service code 26 · EIN 47-2843320 8335 E EAGLE FEATHER ROAD · SCOTTSDALE, AZ 85266 | Advisory (Participants) | $18,961 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 1675 BROADWAY - SUITE 500 · DENVER, CO 80202 | Recordkeeping | $9,927 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST - SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $5,291 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,739 | $84,236-27.9% | $170,439-64.4% | $70,124-13.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.77% | 23.06%-6.3pp | 205.94%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,502 | $3,387+62.4% | $5,433+1.3% | $2,342+134.9% |
| Participant deferral / active EE | $5,812 | $3,086+88.4% | $4,939+17.7% | $3,332+74.4% |
| Admin fee / account holder | $288 | $5,698-94.9% | $13,881-97.9% | $4,645-93.8% |