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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,436 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $26,556 |
FARBER HASS HURLEY LLP3 years Filed as: FABER HASS HURLEY LLP Service code 15 · EIN 20-4207759 | Recordkeeping | $16,600 |
Employer contribution per participant 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 | $39,479 | $88,186-55.2% | $165,071-76.1% | $74,459-47.0% |
| Participation rate | 95.0% | 73.1%+21.8pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 11.78% | 17.13%-5.3pp | 70.17%-58.4pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $405 | $2,600-84.4% | $4,347-90.7% | $2,626-84.6% |
| Participant deferral / active EE | $6,712 | $4,505+49.0% | $6,035+11.2% | $4,350+54.3% |
| Admin fee / account holder | $260 | $2,234-88.4% | $12,695-98.0% | $1,945-86.6% |