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| Provider | Service type | Compensation |
|---|---|---|
ARGI INVESTMENT SERVICES LLC1+ years Filed as: ARGI INVESTMENT SERVICES, LLC Service code 26 · EIN 27-1003080 | Advisory (Participants) | $11,850 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $4,104 |
Filed as: JOHN HANCOCK LIFE INS CO (U.S.A) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,012 |
LINCOLN NATIONAL CORPORATION1+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $763 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,020 | $52,293-90.4% | $178,490-97.2% | $73,409-93.2% |
| Participation rate | 86.9% | 65.3%+21.6pp | 81.9%+5.0pp | 72.2%+14.7pp |
| Annual return | -50.40% | 34.75%-85.2pp | 151.07%-201.5pp | 59.29%-109.7pp |
| Employer contribution / active EE | $716 | $1,735-58.8% | $5,011-85.7% | $2,234-68.0% |
| Participant deferral / active EE | $963 | $2,332-58.7% | $5,202-81.5% | $3,805-74.7% |
| Admin fee / account holder | $45 | $127-64.5% | $13,984-99.7% | $158-71.4% |