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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $33,909 |
ASPIRE FINANCIAL SERVICES10+ years Service code 64 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping Fees | $4,083 |
TD AMERITRADE, INC.9 years Filed as: AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $429 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,138 | $106,230-52.8% | $147,080-65.9% | $77,736-35.5% |
| Participation rate | 35.9% | 78.4%-42.5pp | 82.2%-46.3pp | 70.6%-34.7pp |
| Annual return | 13.78% | 56.91%-43.1pp | 420.17%-406.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $484 | $4,072-88.1% | $4,933-90.2% | $2,728-82.2% |
| Participant deferral / active EE | $2,306 | $8,001-71.2% | $8,066-71.4% | $4,651-50.4% |
| Admin fee / account holder | $178 | $338-47.4% | $12,989-98.6% | $433-58.9% |