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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $410,977 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $90,914 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $60,375 |
Filed as: RPS RETIREMENT PLAN ADVISORS Service code 26 · EIN 74-2589344 | Advisory (Participants) | $60,375 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $59,854 |
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 | $71,638 | $241,850-70.4% | $102,437-30.1% | $200,096-64.2% |
| Participation rate | 88.1% | 78.3%+9.8pp | 74.5%+13.6pp | 72.0%+16.1pp |
| Annual return | 15.52% | 17.67%-2.2pp | 24.95%-9.4pp | 34.26%-18.7pp |
| Employer contribution / active EE | $3,018 | $4,253-29.0% | $3,871-22.0% | $3,038-0.7% |
| Participant deferral / active EE | $6,061 | $3,961+53.0% | $5,060+19.8% | $5,090+19.1% |
| Admin fee / account holder | $154 | $288-46.4% | $8,388-98.2% | $269-42.7% |