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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $5,978 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,753 | $58,312-61.0% | $86,656-73.7% | $71,529-68.2% |
| Participation rate | 93.5% | 65.0%+28.5pp | 71.7%+21.8pp | 67.9%+25.6pp |
| Annual return | 14.95% | 24.08%-9.1pp | 593.09%-578.1pp | 28.97%-14.0pp |
| Employer contribution / active EE | $1,822 | $2,576-29.3% | $3,025-39.8% | $2,590-29.7% |
| Participant deferral / active EE | $2,254 | $3,439-34.5% | $4,439-49.2% | $4,291-47.5% |
| Admin fee / account holder | $74 | $1,057-93.0% | $5,619-98.7% | $1,588-95.3% |