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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $68,600 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $33,211 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,967 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,967 |
ASCENSUS LLC3 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 | $35,205 | $88,479-60.2% | $96,515-63.5% | $80,157-56.1% |
| Participation rate | 89.3% | 79.9%+9.4pp | 74.3%+15.0pp | 72.9%+16.4pp |
| Annual return | 16.64% | 22.53%-5.9pp | 35.73%-19.1pp | 40.39%-23.8pp |
| Employer contribution / active EE | $2,048 | $4,177-51.0% | $3,740-45.2% | $2,977-31.2% |
| Participant deferral / active EE | $4,375 | $3,961+10.5% | $4,880-10.3% | $5,015-12.8% |
| Admin fee / account holder | $29 | $211-86.5% | $6,735-99.6% | $145-80.3% |