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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,996 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,122 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,033 | $68,412-45.9% | $94,679-60.9% | $75,181-50.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 20.02% | 616.91%-596.9pp | 156.75%-136.7pp | 160.69%-140.7pp |
| Employer contribution / active EE | $2,660 | $2,701-1.5% | $3,673-27.6% | $2,671-0.4% |
| Participant deferral / active EE | $5,354 | $6,537-18.1% | $7,417-27.8% | $4,126+29.8% |
| Admin fee / account holder | $168 | $5,326-96.8% | $7,233-97.7% | $5,650-97.0% |