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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $11,177 |
AT RETIREMENT SERVICES, LLC3 years Filed as: AT RETIREMENT SERVICES,LLC Service code 12 · EIN 83-3455979 | Claims processing; Participant loan p... | $8,975 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,798 | $80,781-70.5% | $102,437-76.8% | $74,478-68.0% |
| Participation rate | 86.7% | 65.7%+21.0pp | 74.5%+12.2pp | 67.2%+19.4pp |
| Annual return | 11.13% | 27.58%-16.4pp | 24.95%-13.8pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $273 | $3,160-91.3% | $3,871-92.9% | $2,626-89.6% |
| Participant deferral / active EE | $3,659 | $3,862-5.3% | $5,060-27.7% | $4,350-15.9% |
| Admin fee / account holder | $154 | $2,372-93.5% | $8,388-98.2% | $1,946-92.1% |