Filed December 27, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,061 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,260 | $132,049+135.0% | $200,582+54.7% | $74,304+317.6% |
| Participation rate | 98.1% | 84.1%+14.0pp | 86.9%+11.2pp | 60.3%+37.7pp |
| Annual return | 15.57% | 22.22%-6.6pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $7,601 | $4,558+66.8% | $6,419+18.4% | $2,241+239.1% |
| Participant deferral / active EE | $10,335 | $7,213+43.3% | $9,331+10.8% | $3,767+174.3% |
| Admin fee / account holder | $296 | $2,405-87.7% | $16,305-98.2% | $2,969-90.0% |