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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $81,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,882 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,973 | $92,090-27.3% | $106,201-36.9% | $77,671-13.8% |
| Participation rate | 90.3% | 81.0%+9.3pp | 75.3%+15.0pp | 70.6%+19.7pp |
| Annual return | 14.73% | 17.89%-3.2pp | 116.26%-101.5pp | 31.21%-16.5pp |
| Employer contribution / active EE | $2,017 | $3,368-40.1% | $3,170-36.4% | $2,726-26.0% |
| Participant deferral / active EE | $6,086 | $5,386+13.0% | $5,012+21.4% | $4,648+30.9% |
| Admin fee / account holder | $121 | $219-44.8% | $11,039-98.9% | $430-71.9% |