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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $116,998 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,581 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $26,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,933 | $58,644+36.3% | $178,540-55.2% | $199,960-60.0% |
| Participation rate | 90.1% | 65.5%+24.6pp | 77.1%+13.0pp | 72.0%+18.1pp |
| Annual return | 14.79% | 19.25%-4.5pp | 27.15%-12.4pp | 34.28%-19.5pp |
| Employer contribution / active EE | $1,715 | $1,801-4.8% | $3,953-56.6% | $3,036-43.5% |
| Participant deferral / active EE | $5,392 | $4,248+26.9% | $6,281-14.1% | $5,087+6.0% |
| Admin fee / account holder | $139 | $145-4.2% | $10,424-98.7% | $269-48.3% |