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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 | $80,748+43.8% | $102,383+13.5% | $74,429+56.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.39% | 27.57%-15.2pp | 24.94%-12.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $3,333 | $3,159+5.5% | $3,870-13.9% | $2,625+27.0% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $641 | $2,371-73.0% | $8,391-92.4% | $1,944-67.0% |