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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, AZ 66211 | Advisory (Plan) | $19,965 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Direct payment fr... | $11,221 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,642 | $79,189-66.4% | $102,457-74.0% | $74,400-64.2% |
| Participation rate | 87.3% | 74.8%+12.6pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 19.20% | 54.98%-35.8pp | 29.41%-10.2pp | 1367.51%-1348.3pp |
| Employer contribution / active EE | $4,873 | $2,362+106.3% | $3,022+61.2% | $2,624+85.7% |
| Participant deferral / active EE | $3,186 | $4,415-27.8% | $5,054-37.0% | $4,348-26.7% |
| Admin fee / account holder | $113 | $2,002-94.4% | $9,451-98.8% | $1,944-94.2% |