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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,403 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,569 | $89,067-47.7% | $102,423-54.5% | $77,714-40.1% |
| Participation rate | 58.3% | 80.9%-22.6pp | 76.5%-18.2pp | 70.6%-12.3pp |
| Annual return | 12.15% | 25.01%-12.9pp | 29.42%-17.3pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,807 | $2,699-33.1% | $3,023-40.2% | $2,727-33.7% |
| Participant deferral / active EE | $3,166 | $5,147-38.5% | $5,054-37.4% | $4,649-31.9% |
| Admin fee / account holder | $155 | $236-34.3% | $9,455-98.4% | $433-64.3% |