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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $59,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,257 | $108,897-60.3% | $100,378-56.9% | $145,877-70.3% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 20.23% | 58.17%-37.9pp | 49.41%-29.2pp | 551.28%-531.1pp |
| Employer contribution / active EE | $1,088,275 | $4,420+24521.1% | $3,942+27507.0% | $4,663+23238.8% |
| Participant deferral / active EE | $2,488,793 | $8,455+29336.9% | $8,087+30674.8% | $6,691+37098.6% |
| Admin fee / account holder | $243 | $9,690-97.5% | $7,899-96.9% | $13,402-98.2% |