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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $529,025 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $45,417 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $35,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,380 | $99,314-70.4% | $97,260-69.8% | $99,314-70.4% |
| Participation rate | 33.8% | 71.7%-37.9pp | 72.7%-38.9pp | 71.7%-37.9pp |
| Annual return | 19.15% | 17.67%+1.5pp | 75.54%-56.4pp | 17.67%+1.5pp |
| Employer contribution / active EE | $1,095 | $3,264-66.4% | $2,721-59.8% | $3,264-66.4% |
| Participant deferral / active EE | $2,208 | $5,346-58.7% | $4,262-48.2% | $5,346-58.7% |
| Admin fee / account holder | $158 | $109+45.0% | $5,640-97.2% | $109+45.0% |