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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,521 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 15 · EIN 43-1270780 | Recordkeeping | $24,863 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,241 | $62,409+36.6% | $120,574-29.3% | $74,459+14.5% |
| Participation rate | 94.2% | 56.8%+37.5pp | 71.9%+22.3pp | 67.2%+27.0pp |
| Annual return | 15.71% | 18.62%-2.9pp | 107.42%-91.7pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,548 | $1,847-16.2% | $3,471-55.4% | $2,626-41.1% |
| Participant deferral / active EE | $7,881 | $2,888+172.9% | $4,996+57.8% | $4,350+81.2% |
| Admin fee / account holder | $152 | $2,394-93.7% | $9,445-98.4% | $1,945-92.2% |