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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO. LLC Service code 99 | Other Fees | $14,236 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $0 |
TRINITY PENSION CONSULTANTS4+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,559 | $79,209-19.8% | $102,434-38.0% | $74,459-14.6% |
| Participation rate | 61.2% | 74.8%-13.5pp | 76.5%-15.3pp | 67.2%-6.0pp |
| Annual return | 9.78% | 54.98%-45.2pp | 29.46%-19.7pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $1,423 | $2,362-39.8% | $3,023-52.9% | $2,626-45.8% |
| Participant deferral / active EE | $2,438 | $4,417-44.8% | $5,055-51.8% | $4,350-43.9% |
| Admin fee / account holder | $61 | $2,002-97.0% | $9,462-99.4% | $1,945-96.9% |