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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 51 920 CASSATT RD, STE 205 · BERWYN, PA 19312 | Investment Mgmt Fees | $57,528 |
Filed as: STEWARD PARNERS INV SOLUTIONS, LLC Service code 51 1776 I ST. NW STE 700 · WASHINGTON, DC 20006 | Investment Mgmt Fees | $44,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,154 | $80,781+43.8% | $102,437+13.4% | $74,478+56.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.39% | 27.58%-15.2pp | 24.95%-12.6pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,333 | $3,160+5.5% | $3,871-13.9% | $2,626+26.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $641 | $2,372-73.0% | $8,388-92.4% | $1,946-67.1% |