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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $55,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,986 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $13,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,023 | $89,123+13.4% | $102,460-1.4% | $77,762+29.9% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.5%+12.2pp | 70.6%+18.1pp |
| Annual return | 13.45% | 25.05%-11.6pp | 29.47%-16.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,348 | $2,700-13.0% | $3,025-22.4% | $2,728-13.9% |
| Participant deferral / active EE | $5,959 | $5,148+15.8% | $5,056+17.9% | $4,651+28.1% |
| Admin fee / account holder | $218 | $236-7.7% | $9,460-97.7% | $433-49.7% |