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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $9,170 |
Filed as: AT RETIREMENT SERVICES,LLC Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $8,234 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,128 | $64,138-71.7% | $112,258-83.9% | $66,930-72.9% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.1%+16.9pp | 69.8%+22.2pp |
| Annual return | -14.68% | -13.81%-0.9pp | 27.47%-42.1pp | 1.57%-16.3pp |
| Employer contribution / active EE | $325 | $3,006-89.2% | $3,636-91.1% | $2,545-87.2% |
| Participant deferral / active EE | $4,309 | $3,694+16.6% | $4,728-8.9% | $4,238+1.7% |
| Admin fee / account holder | $137 | $625-78.1% | $6,411-97.9% | $593-76.9% |