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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $129,532 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,130 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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.
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 | $16,228 | $49,468-67.2% | $150,298-89.2% | $103,975-84.4% |
| Participation rate | 40.7% | 58.1%-17.4pp | 77.8%-37.0pp | 72.5%-31.8pp |
| Annual return | 27.13% | 38.98%-11.8pp | 62.79%-35.7pp | 19.41%+7.7pp |
| Employer contribution / active EE | $221 | $1,670-86.8% | $4,154-94.7% | $3,722-94.1% |
| Participant deferral / active EE | $1,804 | $2,650-31.9% | $5,453-66.9% | $5,343-66.2% |
| Admin fee / account holder | $76 | $385-80.3% | $14,116-99.5% | $332-77.2% |