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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 | Investment Management | $60,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,827 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $17,500 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 36-3194849 | Investment Management | $15,000 |
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 | $108,777 | $91,695+18.6% | $67,575+61.0% | $77,736+39.9% |
| Participation rate | 94.7% | 76.0%+18.7pp | 72.9%+21.8pp | 70.6%+24.1pp |
| Annual return | 10.38% | 14.88%-4.5pp | 3528.98%-3518.6pp | 31.26%-20.9pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,354 | $3,912-14.3% | $4,003-16.2% | $4,651-27.9% |
| Admin fee / account holder | $159 | $245-35.0% | $3,993-96.0% | $433-63.3% |