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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVEROVERLAND PARK, KS 66211 | Advisory (Plan) | $102,539 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,477 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 15000 | Accounting | $15,000 |
PASI, LLC11+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $14,133 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 P.O. BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $7,442 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,131 | $159,602+3.5% | $150,045+10.1% | $142,382+16.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 16.17% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |