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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO., LLC Service code 99 · EIN 84-4519624 | Other Fees | $18,607 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Other Services | $5,700 |
Service code 99 | Other Fees | $4,460 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $4 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,640-100.0% | $86,436-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -99.10% | 6782.58%-6881.7pp | 4394.89%-4494.0pp | 417.96%-517.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |