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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Recordkeeping fees; Direct payment fr... | $4,932 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $4,938 | $101,672-95.1% | $147,117-96.6% | $74,478-93.4% |
| Participation rate | 18.3% | 75.5%-57.2pp | 82.2%-63.9pp | 67.2%-48.9pp |
| Annual return | 11.34% | 8757.83%-8746.5pp | 420.54%-409.2pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $464 | $7,305-93.6% | $8,065-94.2% | $4,350-89.3% |
| Admin fee / account holder | $115 | $1,753-93.4% | $12,993-99.1% | $1,946-94.1% |