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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING LLC. Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $52,505 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,415 |
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 | $210,967 | $122,239+72.6% | $184,200+14.5% | $74,546+183.0% |
| Participation rate | 89.1% | 85.5%+3.6pp | 86.8%+2.2pp | 67.2%+21.9pp |
| Annual return | 16.11% | 19.95%-3.8pp | 28.80%-12.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $9,084 | $4,537+100.2% | $6,424+41.4% | $2,624+246.1% |
| Participant deferral / active EE | $16,638 | $7,139+133.1% | $9,132+82.2% | $4,347+282.7% |
| Admin fee / account holder | $436 | $1,260-65.4% | $13,907-96.9% | $1,944-77.6% |