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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $36,465 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,459 | $92,076-46.3% | $105,607-53.2% | $77,736-36.4% |
| Participation rate | 81.4% | 81.0%+0.4pp | 75.3%+6.1pp | 70.6%+10.8pp |
| Annual return | 44.09% | 17.84%+26.2pp | 116.11%-72.0pp | 31.26%+12.8pp |
| Employer contribution / active EE | $1,810 | $3,370-46.3% | $3,167-42.9% | $2,728-33.7% |
| Participant deferral / active EE | $3,297 | $5,390-38.8% | $5,011-34.2% | $4,651-29.1% |
| Admin fee / account holder | $117 | $219-46.4% | $10,958-98.9% | $433-72.9% |