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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $36,165 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,200 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,437 | $78,976+229.8% | $100,383+159.4% | $74,546+249.4% |
| Participation rate | 86.4% | 79.5%+6.9pp | 81.5%+4.9pp | 67.2%+19.2pp |
| Annual return | 16.79% | 20.62%-3.8pp | 49.26%-32.5pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $10,002 | $3,019+231.3% | $3,944+153.6% | $2,624+281.1% |
| Participant deferral / active EE | $20,279 | $7,758+161.4% | $8,086+150.8% | $4,347+366.4% |
| Admin fee / account holder | $286 | $1,330-78.5% | $7,900-96.4% | $1,944-85.3% |