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 | $44,398+132.8% | $103,693-0.3% | $65,191+58.5% |
| Participation rate | 97.2% | 54.3%+42.9pp | 72.6%+24.6pp | 63.0%+34.2pp |
| Annual return | 12.22% | 325.62%-313.4pp | 47.61%-35.4pp | 51.24%-39.0pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $2,920-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $7,136 | $1,797+297.1% | $4,579+55.8% | $2,671+167.1% |
| Admin fee / account holder | $28 | $856-96.7% | $7,858-99.6% | $907-96.9% |