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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $30,499 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 · EIN 26-2789513 | Advisory (Plan) | $27,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,305 | $37,213-66.9% | $156,551-92.1% | $63,975-80.8% |
| Participation rate | 7.6% | 65.0%-57.4pp | 84.0%-76.5pp | 71.1%-63.6pp |
| Annual return | 2.98% | 47.89%-44.9pp | 32.23%-29.2pp | 48.65%-45.7pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $88 | $2,070-95.8% | $4,871-98.2% | $3,356-97.4% |
| Admin fee / account holder | $139 | $56+147.3% | $13,028-98.9% | $70+97.7% |