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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 | $61,295-48.7% | $149,682-79.0% | $71,476-56.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 31.45% | 35.86%-4.4pp | 134.35%-102.9pp | 28.85%+2.6pp |
| Employer contribution / active EE | $3,313 | $2,380+39.2% | $4,818-31.2% | $2,589+28.0% |
| Participant deferral / active EE | $4,898 | $2,918+67.8% | $5,681-13.8% | $4,290+14.2% |
| Admin fee / account holder | $174 | $1,262-86.2% | $13,210-98.7% | $1,587-89.0% |