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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 | $66,009-36.4% | $81,780-48.7% | $77,692-46.0% |
| Participation rate | 89.5% | 65.8%+23.6pp | 72.4%+17.1pp | 70.6%+18.9pp |
| Annual return | 14.45% | 26.66%-12.2pp | 776.27%-761.8pp | 31.25%-16.8pp |
| Employer contribution / active EE | $3,716 | $2,374+56.6% | $2,914+27.5% | $2,726+36.3% |
| Participant deferral / active EE | $5,623 | $3,510+60.2% | $4,321+30.1% | $4,648+21.0% |
| Admin fee / account holder | $123 | $527-76.7% | $7,384-98.3% | $431-71.5% |