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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL COUNSELORS INC3 years Service code 26 · EIN 43-1703335 | Advisory (Participants) | $36,836 |
CREATIVE PLANNING LLC6 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $12,643 |
FAS WEALTH PARTNERS INC2 years Service code 26 · EIN 48-0948682 | Advisory (Participants) | $10,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,802 | $45,343+409.0% | $150,298+53.6% | $67,986+239.5% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 16.56% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $11,096 | $1,462+659.0% | $4,154+167.1% | $2,019+449.6% |
| Participant deferral / active EE | $7,723 | $2,055+275.9% | $5,453+41.6% | $3,358+130.0% |
| Admin fee / account holder | $266 | $2,250-88.2% | $14,116-98.1% | $3,203-91.7% |