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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 | Claims processing; Recordkeeping and ... | $6,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,132 | $73,107-30.1% | $114,563-55.4% | $87,485-41.6% |
| Participation rate | 89.4% | 65.8%+23.6pp | 72.9%+16.5pp | 68.9%+20.5pp |
| Annual return | 30.22% | 19.47%+10.7pp | 241.09%-210.9pp | 26.06%+4.2pp |
| Employer contribution / active EE | $2,169 | $1,881+15.3% | $2,592-16.3% | $2,596-16.5% |
| Participant deferral / active EE | $3,892 | $3,144+23.8% | $4,142-6.0% | $4,274-8.9% |
| Admin fee / account holder | $224 | $5,770-96.1% | $7,623-97.1% | $7,775-97.1% |