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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,303 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 | Participant loan processing; Recordke... | $6,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,132 | $63,703-19.7% | $93,063-45.1% | $82,448-38.0% |
| Participation rate | 89.4% | 63.8%+25.6pp | 72.1%+17.3pp | 68.1%+21.3pp |
| Annual return | 30.22% | -775.43%+805.6pp | 34.15%-3.9pp | 41.64%-11.4pp |
| Employer contribution / active EE | $2,169 | $1,729+25.5% | $2,476-12.4% | $2,551-15.0% |
| Participant deferral / active EE | $3,892 | $2,919+33.3% | $3,958-1.7% | $4,139-6.0% |
| Admin fee / account holder | $224 | $5,982-96.3% | $6,033-96.3% | $7,234-96.9% |