Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $15,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $833 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,345 | $51,878+99.2% | $68,368+51.2% | $79,634+29.8% |
| Participation rate | 97.2% | 53.7%+43.5pp | 73.8%+23.5pp | 62.5%+34.7pp |
| Annual return | 12.22% | 137.43%-125.2pp | 292.57%-280.4pp | 36.46%-24.2pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $7,136 | $2,577+176.9% | $4,123+73.1% | $3,835+86.1% |
| Admin fee / account holder | $28 | $942-97.0% | $5,150-99.4% | $1,002-97.2% |