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 | $106,264-33.7% | $147,117-52.1% | $77,762-9.3% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.4pp | 70.6%-8.9pp |
| Annual return | 19.73% | 56.94%-37.2pp | 420.54%-400.8pp | 31.27%-11.5pp |
| Employer contribution / active EE | $3,154 | $4,074-22.6% | $4,932-36.1% | $2,728+15.6% |
| Participant deferral / active EE | $7,503 | $8,003-6.2% | $8,065-7.0% | $4,651+61.3% |
| Admin fee / account holder | $276 | $334-17.6% | $12,993-97.9% | $433-36.3% |