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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL COUNSELORS INC2 years Service code 26 · EIN 43-1703335 | Advisory (Participants) | $17,260 |
CREATIVE PLANNING LLC5 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,538 |
FAS WEALTH PARTNERS INC1 year Service code 26 · EIN 48-0948682 | Advisory (Participants) | $5,609 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,590 | $55,470+252.6% | $155,556+25.7% | $74,478+162.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.99% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $11,238 | $2,267+395.8% | $4,675+140.4% | $2,626+327.9% |
| Participant deferral / active EE | $7,492 | $2,838+164.0% | $5,631+33.0% | $4,350+72.2% |
| Admin fee / account holder | $162 | $1,744-90.7% | $15,885-99.0% | $1,946-91.7% |