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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $54,776 |
WIPFLI LLP7 years Service code 15 · EIN 39-0758499 | Recordkeeping | $28,539 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,968 | $66,004-36.4% | $81,820-48.7% | $77,714-46.0% |
| Participation rate | 89.5% | 65.8%+23.7pp | 72.4%+17.1pp | 70.6%+18.9pp |
| Annual return | 14.45% | 26.65%-12.2pp | 777.93%-763.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,716 | $2,375+56.5% | $2,915+27.5% | $2,727+36.3% |
| Participant deferral / active EE | $5,623 | $3,508+60.3% | $4,323+30.1% | $4,649+20.9% |
| Admin fee / account holder | $123 | $527-76.7% | $7,391-98.3% | $433-71.7% |