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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $69,293 |
MATRIX TRUST COMPANY5 years Service code 15 · EIN 75-3182674 | Recordkeeping | $13,288 |
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 | $109,629 | $101,672+7.8% | $147,117-25.5% | $74,478+47.2% |
| Participation rate | 99.0% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 13.48% | 8757.83%-8744.3pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $4,533 | $3,813+18.9% | $4,932-8.1% | $2,626+72.6% |
| Participant deferral / active EE | $9,196 | $7,305+25.9% | $8,065+14.0% | $4,350+111.4% |
| Admin fee / account holder | $330 | $1,753-81.2% | $12,993-97.5% | $1,946-83.0% |