Filed January 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $54,643 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,344 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $4,300 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 6201 UPTOWN BLVD NE STE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,493 | $106,110-33.6% | $147,005-52.0% | $77,671-9.2% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.4pp | 70.6%-8.8pp |
| Annual return | 19.73% | 56.77%-37.0pp | 418.76%-399.0pp | 31.21%-11.5pp |
| Employer contribution / active EE | $3,154 | $4,065-22.4% | $4,934-36.1% | $2,726+15.7% |
| Participant deferral / active EE | $7,503 | $7,992-6.1% | $8,070-7.0% | $4,648+61.4% |
| Admin fee / account holder | $276 | $338-18.4% | $13,006-97.9% | $430-36.0% |