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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 | $101,591+7.9% | $147,096-25.5% | $74,429+47.3% |
| Participation rate | 99.0% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 13.48% | 8746.45%-8733.0pp | 419.75%-406.3pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $4,533 | $3,813+18.9% | $4,936-8.2% | $2,625+72.7% |
| Participant deferral / active EE | $9,196 | $7,302+25.9% | $8,071+13.9% | $4,348+111.5% |
| Admin fee / account holder | $330 | $1,750-81.1% | $13,005-97.5% | $1,944-83.0% |