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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,496 |
M HOLDINGS SECURITIES INC8 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $28,447 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $20,063 |
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 | $19,128 | $69,823-72.6% | $76,872-75.1% | $74,460-74.3% |
| Participation rate | 94.4% | 70.0%+24.4pp | 69.6%+24.9pp | 70.7%+23.7pp |
| Annual return | 18.97% | 19.99%-1.0pp | 37.90%-18.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,601 | $2,148-25.4% | $2,533-36.8% | $2,638-39.3% |
| Participant deferral / active EE | $3,453 | $3,558-3.0% | $3,832-9.9% | $4,530-23.8% |
| Admin fee / account holder | $134 | $398-66.3% | $5,476-97.6% | $348-61.4% |