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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $148,342 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $66,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,866 | $53,204-45.7% | $155,556-81.4% | $200,096-85.6% |
| Participation rate | 89.4% | 64.1%+25.3pp | 78.2%+11.2pp | 72.0%+17.4pp |
| Annual return | 17.60% | 41.02%-23.4pp | 64.84%-47.2pp | 34.26%-16.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,713 | $3,163+17.4% | $5,631-34.1% | $5,090-27.1% |
| Admin fee / account holder | $100 | $186-46.2% | $15,885-99.4% | $269-62.9% |