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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $28,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,873 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,748 | $84,493+11.0% | $125,381-25.2% | $66,938+40.1% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -17.92% | -8.49%-9.4pp | 572.31%-590.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,644 | $3,554+2.5% | $4,815-24.3% | $2,545+43.2% |
| Participant deferral / active EE | $9,556 | $6,783+40.9% | $7,448+28.3% | $4,238+125.5% |
| Admin fee / account holder | $271 | $685-60.4% | $10,007-97.3% | $594-54.3% |