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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,556 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $19,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,878 | $88,137-53.6% | $164,975-75.2% | $74,429-45.1% |
| Participation rate | 96.2% | 73.1%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 14.84% | 17.13%-2.3pp | 70.12%-55.3pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $1,364 | $2,597-47.5% | $4,343-68.6% | $2,625-48.0% |
| Participant deferral / active EE | $9,428 | $4,501+109.5% | $6,033+56.3% | $4,348+116.8% |
| Admin fee / account holder | $248 | $2,231-88.9% | $12,688-98.0% | $1,944-87.3% |