Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,631 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $100,190 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,717 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,193 | $53,204+88.3% | $155,556-35.6% | $200,096-49.9% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 12.75% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $5,870 | $1,850+217.3% | $4,675+25.6% | $3,038+93.3% |
| Participant deferral / active EE | $6,157 | $3,163+94.6% | $5,631+9.3% | $5,090+21.0% |
| Admin fee / account holder | $78 | $186-57.8% | $15,885-99.5% | $269-70.9% |