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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,891 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,314 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,497 | $50,150-51.2% | $149,723-83.6% | $80,169-69.4% |
| Participation rate | 90.1% | 64.3%+25.8pp | 78.8%+11.4pp | 72.9%+17.2pp |
| Annual return | 22.83% | 29.80%-7.0pp | 134.50%-111.7pp | 40.39%-17.6pp |
| Employer contribution / active EE | $2 | $1,868-99.9% | $4,821-100.0% | $2,978-99.9% |
| Participant deferral / active EE | $3,469 | $3,195+8.6% | $5,682-38.9% | $5,016-30.8% |
| Admin fee / account holder | $96 | $153-37.1% | $13,215-99.3% | $145-33.7% |