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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 | $60,454+26.6% | $81,844-6.5% | $74,459+2.7% |
| Participation rate | 98.2% | 63.0%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.34% | 16.87%-3.5pp | 778.87%-765.5pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,057 | $2,630+16.3% | $2,916+4.8% | $2,626+16.4% |
| Participant deferral / active EE | $6,224 | $3,398+83.2% | $4,323+44.0% | $4,350+43.1% |
| Admin fee / account holder | $168 | $1,490-88.7% | $7,355-97.7% | $1,945-91.4% |