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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $51,997 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $32,741 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $11,188 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,217 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,217 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,965 | $76,774-55.8% | $112,249-69.7% | $77,906-56.4% |
| Participation rate | 86.8% | 80.2%+6.6pp | 75.1%+11.7pp | 73.7%+13.1pp |
| Annual return | -14.76% | -10.25%-4.5pp | 27.48%-42.2pp | 12.16%-26.9pp |
| Employer contribution / active EE | $1,965 | $3,977-50.6% | $3,636-46.0% | $2,846-31.0% |
| Participant deferral / active EE | $4,347 | $3,778+15.1% | $4,729-8.1% | $4,805-9.5% |
| Admin fee / account holder | $26 | $239-89.1% | $6,412-99.6% | $133-80.3% |