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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,696 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,793 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,581 | $52,090-75.8% | $95,728-86.9% | $80,149-84.3% |
| Participation rate | 41.1% | 67.0%-26.0pp | 72.3%-31.2pp | 72.9%-31.9pp |
| Annual return | 17.49% | 23.29%-5.8pp | 28.40%-10.9pp | 40.39%-22.9pp |
| Employer contribution / active EE | $728 | $1,548-53.0% | $2,835-74.3% | $2,977-75.5% |
| Participant deferral / active EE | $1,123 | $3,266-65.6% | $4,245-73.6% | $5,015-77.6% |
| Admin fee / account holder | $109 | $96+14.0% | $5,673-98.1% | $145-24.5% |