Filed September 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,440 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 28 · EIN 20-8874282 | Investment Management | $37,216 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,218 | $95,438+8.2% | $135,982-24.1% | $74,473+38.6% |
| Participation rate | 91.1% | 78.2%+12.9pp | 81.9%+9.1pp | 70.7%+20.3pp |
| Annual return | 19.27% | 32.61%-13.3pp | 68.32%-49.1pp | 34.36%-15.1pp |
| Employer contribution / active EE | $3,248 | $3,878-16.2% | $4,859-33.1% | $2,638+23.1% |
| Participant deferral / active EE | $7,408 | $7,790-4.9% | $7,760-4.5% | $4,530+63.5% |
| Admin fee / account holder | $149 | $259-42.4% | $10,767-98.6% | $347-57.0% |