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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 5400 W 110TH ST · OVERLAND, KS 66211 | Contract Administrator | $27,814 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,398 | $65,125-59.5% | $143,797-81.6% | $66,949-60.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.49% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $1,928 | $2,362-18.4% | $4,952-61.1% | $2,545-24.3% |
| Participant deferral / active EE | $4,275 | $2,920+46.4% | $5,638-24.2% | $4,239+0.9% |
| Admin fee / account holder | $128 | $503-74.5% | $14,679-99.1% | $594-78.4% |