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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,445 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $297,102-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 35.4%-35.4pp | 2.4%-2.4pp |
| Annual return | 10.90% | 7.94%+3.0pp | 7.91%+3.0pp | 7.94%+3.0pp |
| Employer contribution / active EE | $6,839 | $18,544-63.1% | $29,328-76.7% | $18,544-63.1% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $17-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,077-100.0% | $200-100.0% |