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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $411,874 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $52,500 |
LATTIMORE BLACK MORGAN AND CAIN3+ years Filed as: LATTIMORE BLACK MORGAN & CAIN PC Service code 10 · EIN 62-1199757 | Accounting | $26,500 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
DYNAMARK1 year Service code 36 · EIN 62-0960728 | Participant communication; Copying an... | $6,424 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,349 | $83,057-79.1% | $143,801-87.9% | $89,433-80.6% |
| Participation rate | 85.6% | 74.0%+11.6pp | 80.3%+5.3pp | 71.3%+14.4pp |
| Annual return | -15.05% | -13.97%-1.1pp | -0.04%-15.0pp | -11.88%-3.2pp |
| Employer contribution / active EE | $771 | $2,095-63.2% | $4,952-84.4% | $3,021-74.5% |
| Participant deferral / active EE | $3,125 | $4,281-27.0% | $5,639-44.6% | $5,125-39.0% |
| Admin fee / account holder | $45 | $83-45.5% | $14,680-99.7% | $79-43.1% |