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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JCCS, P.C. Service code 10 · EIN 81-0348775 | Accounting | $25,000 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $15,582 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Claims processing; Recordkeeping fees... | $12,325 |
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 | $9,545 | $58,312-83.6% | $86,656-89.0% | $71,529-86.7% |
| Participation rate | 84.9% | 65.0%+19.9pp | 71.7%+13.2pp | 67.9%+16.9pp |
| Annual return | 18.23% | 24.08%-5.9pp | 593.09%-574.9pp | 28.97%-10.7pp |
| Employer contribution / active EE | $1,254 | $2,576-51.3% | $3,025-58.5% | $2,590-51.6% |
| Participant deferral / active EE | $1,859 | $3,439-46.0% | $4,439-58.1% | $4,291-56.7% |
| Admin fee / account holder | $179 | $1,057-83.0% | $5,619-96.8% | $1,588-88.7% |