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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,287 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,942 | $101,591-33.1% | $147,096-53.8% | $74,429-8.7% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 12.88% | 8746.45%-8733.6pp | 419.75%-406.9pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,279 | $3,813-66.5% | $4,936-74.1% | $2,625-51.3% |
| Participant deferral / active EE | $4,251 | $7,302-41.8% | $8,071-47.3% | $4,348-2.2% |
| Admin fee / account holder | $289 | $1,750-83.5% | $13,005-97.8% | $1,944-85.2% |