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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO LLC Service code 27 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,777 |
MESIROW FINANCIAL INVESTMENT MANAGE11+ years Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 MANAGEMENT INC. · CHICAGO, IL 60654 | Investment Management | $7,756 |
Filed as: BLUE CHIP RETIREMENT PLANS INC Service code 99 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $1,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,860-100.0% | $120,344-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | -88.99% | 21.38%-110.4pp | 20.30%-109.3pp | 172.34%-261.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |