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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $62,689 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,965 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,444 | $69,477+215.8% | $94,679+131.8% | $71,495+206.9% |
| Participation rate | 85.1% | 78.4%+6.6pp | 80.8%+4.3pp | 67.9%+17.2pp |
| Annual return | 25.47% | 29.66%-4.2pp | 156.75%-131.3pp | 28.85%-3.4pp |
| Employer contribution / active EE | $13,101 | $2,853+359.2% | $3,673+256.7% | $2,589+405.9% |
| Participant deferral / active EE | $18,246 | $7,345+148.4% | $7,417+146.0% | $4,291+325.2% |
| Admin fee / account holder | $479 | $1,210-60.4% | $7,233-93.4% | $1,588-69.8% |