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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,109 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,665 | $60,504-55.9% | $81,882-67.4% | $74,478-64.2% |
| Participation rate | 69.6% | 62.9%+6.7pp | 72.4%-2.8pp | 67.2%+2.4pp |
| Annual return | 10.61% | 16.91%-6.3pp | 779.47%-768.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,290 | $2,627-50.9% | $2,916-55.8% | $2,626-50.9% |
| Participant deferral / active EE | $1,518 | $3,400-55.3% | $4,323-64.9% | $4,350-65.1% |
| Admin fee / account holder | $86 | $1,492-94.3% | $7,360-98.8% | $1,946-95.6% |