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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $25,023 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,455 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ADVISOR MANAGED ACCOUNT Service code 99 | Other Fees | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,506 | $60,504+26.4% | $81,882-6.6% | $74,478+2.7% |
| Participation rate | 98.2% | 62.9%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.34% | 16.91%-3.6pp | 779.47%-766.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $3,057 | $2,627+16.4% | $2,916+4.8% | $2,626+16.4% |
| Participant deferral / active EE | $6,224 | $3,400+83.1% | $4,323+44.0% | $4,350+43.1% |
| Admin fee / account holder | $168 | $1,492-88.7% | $7,360-97.7% | $1,946-91.4% |