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 | $49,796+107.5% | $136,867-24.5% | $69,255+49.2% |
| Participation rate | 97.2% | 62.1%+35.2pp | 74.5%+22.7pp | 69.0%+28.2pp |
| Annual return | 12.22% | 12.45%-0.2pp | 42.97%-30.8pp | 26.73%-14.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,547-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $7,136 | $2,062+246.0% | $4,924+44.9% | $2,890+146.9% |
| Admin fee / account holder | $28 | $484-94.1% | $10,340-99.7% | $733-96.1% |