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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 5400 W 110TH ST · OVERLAND, KS 66211 | Contract Administrator | $34,138 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 13 5975 S. QUEBEC ST., SUITE 330 · CENTENNIAL, CO 80111 | Contract Administrator | $25,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,428 | $61,391-48.8% | $149,723-79.0% | $71,529-56.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 31.45% | 35.88%-4.4pp | 134.50%-103.0pp | 28.97%+2.5pp |
| Employer contribution / active EE | $3,313 | $2,384+39.0% | $4,821-31.3% | $2,590+27.9% |
| Participant deferral / active EE | $4,898 | $2,921+67.7% | $5,682-13.8% | $4,291+14.1% |
| Admin fee / account holder | $174 | $1,264-86.2% | $13,215-98.7% | $1,588-89.1% |