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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,345 | $44,206+133.8% | $94,057+9.9% | $64,728+59.7% |
| Participation rate | 97.2% | 51.0%+46.2pp | 73.3%+23.9pp | 57.9%+39.3pp |
| Annual return | 12.22% | 259.42%-247.2pp | 480.62%-468.4pp | 49.38%-37.2pp |
| Employer contribution / active EE | $0 | $1,635-100.0% | $2,933-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $7,136 | $1,902+275.2% | $4,709+51.5% | $2,729+161.5% |
| Admin fee / account holder | $28 | $1,230-97.7% | $7,244-99.6% | $1,145-97.5% |