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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,789 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $7,465 |
WIPFLI LLP1 year Service code 10 SUITE 400 · WAUSAU, WI 54403 | Accounting | $6,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,871 | $82,979+34.8% | $102,412+9.2% | $77,736+43.9% |
| Participation rate | 95.4% | 71.5%+23.8pp | 74.5%+20.9pp | 70.6%+24.8pp |
| Annual return | 15.76% | 19.11%-3.3pp | 24.94%-9.2pp | 31.26%-15.5pp |
| Employer contribution / active EE | $2,910 | $3,554-18.1% | $3,870-24.8% | $2,728+6.7% |
| Participant deferral / active EE | $9,160 | $4,109+122.9% | $5,060+81.0% | $4,651+97.0% |
| Admin fee / account holder | $174 | $639-72.7% | $8,388-97.9% | $433-59.8% |