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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 | $101,653-33.2% | $147,080-53.8% | $74,459-8.8% |
| Participation rate | 63.3% | 75.6%-12.2pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 12.88% | 8754.98%-8742.1pp | 420.17%-407.3pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,279 | $3,813-66.5% | $4,933-74.1% | $2,626-51.3% |
| Participant deferral / active EE | $4,251 | $7,304-41.8% | $8,066-47.3% | $4,350-2.3% |
| Admin fee / account holder | $289 | $1,752-83.5% | $12,989-97.8% | $1,945-85.2% |