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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 | $92,186-27.4% | $105,624-36.6% | $77,762-13.9% |
| Participation rate | 90.3% | 81.0%+9.3pp | 75.3%+15.0pp | 70.6%+19.7pp |
| Annual return | 14.73% | 17.83%-3.1pp | 116.20%-101.5pp | 31.27%-16.5pp |
| Employer contribution / active EE | $2,017 | $3,376-40.3% | $3,168-36.3% | $2,728-26.1% |
| Participant deferral / active EE | $6,086 | $5,395+12.8% | $5,013+21.4% | $4,651+30.9% |
| Admin fee / account holder | $121 | $219-44.8% | $10,961-98.9% | $433-72.1% |