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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $25,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,955 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,345 | $58,312+17.2% | $86,656-21.1% | $71,529-4.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 71.7%+25.7pp | 67.9%+29.5pp |
| Annual return | 16.24% | 24.08%-7.8pp | 593.09%-576.9pp | 28.97%-12.7pp |
| Employer contribution / active EE | $3,184 | $2,576+23.6% | $3,025+5.2% | $2,590+22.9% |
| Participant deferral / active EE | $5,999 | $3,439+74.4% | $4,439+35.1% | $4,291+39.8% |
| Admin fee / account holder | $171 | $1,057-83.8% | $5,619-97.0% | $1,588-89.3% |