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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CREATIVE RETIREMENT SYSTEMS,INC Service code 13 | Contract Administrator | $1,262 |
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $667 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $655 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $310 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $165 |
Service code 55 400 ROBERT ST. N · ST. PAUL, MN 55101 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $65,420 | $55,713+17.4% | $75,901-13.8% | $72,975-10.4% |
| Participation rate | 16.7% | 61.1%-44.5pp | 69.3%-52.6pp | 69.5%-52.8pp |
| Annual return | 4.01% | 27.60%-23.6pp | 30.76%-26.7pp | 81.01%-77.0pp |
| Employer contribution / active EE | $374 | $1,687-77.8% | $2,501-85.0% | $2,440-84.7% |
| Participant deferral / active EE | $735 | $2,634-72.1% | $3,603-79.6% | $3,608-79.6% |
| Admin fee / account holder | $49 | $3,980-98.8% | $5,420-99.1% | $5,124-99.0% |