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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $14,057 |
Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Claims processing; Recordkeeping fees... | $7,430 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,024 | $61,787-41.7% | $97,197-62.9% | $80,925-55.5% |
| Participation rate | 92.4% | 63.5%+28.9pp | 72.7%+19.7pp | 67.7%+24.7pp |
| Annual return | 13.44% | -558.16%+571.6pp | 75.47%-62.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,875 | $1,836+2.1% | $2,723-31.1% | $2,756-32.0% |
| Participant deferral / active EE | $3,615 | $3,027+19.4% | $4,263-15.2% | $4,299-15.9% |
| Admin fee / account holder | $188 | $5,170-96.4% | $5,637-96.7% | $6,940-97.3% |