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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $18,698 |
Service code 15 · EIN 20-8874282 | Recordkeeping | $6,301 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,852 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,257 | $51,197+17.7% | $82,726-27.2% | $66,923-10.0% |
| Participation rate | 96.8% | 67.8%+28.9pp | 72.6%+24.2pp | 69.8%+26.9pp |
| Annual return | -6.03% | -9.64%+3.6pp | 701.33%-707.4pp | 1.58%-7.6pp |
| Employer contribution / active EE | $2,740 | $2,611+5.0% | $3,009-8.9% | $2,545+7.7% |
| Participant deferral / active EE | $4,797 | $3,458+38.7% | $4,394+9.2% | $4,237+13.2% |
| Admin fee / account holder | $151 | $416-63.6% | $5,328-97.2% | $593-74.5% |