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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,760 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,324 |
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 | $137,495 | $57,330+139.8% | $86,656+58.7% | $75,177+82.9% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.5pp |
| Annual return | 13.79% | 2675.40%-2661.6pp | 593.09%-579.3pp | 160.75%-147.0pp |
| Employer contribution / active EE | $4,291 | $2,316+85.2% | $3,025+41.8% | $2,671+60.6% |
| Participant deferral / active EE | $6,215 | $3,320+87.2% | $4,439+40.0% | $4,126+50.6% |
| Admin fee / account holder | $431 | $4,115-89.5% | $5,619-92.3% | $5,651-92.4% |