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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 84-4519624 | Consulting | $30,000 |
Filed as: BLACKBURN, CHILDERS & STEAGALL, PLC Service code 10 · EIN 62-0647474 | Accounting | $16,500 |
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,120 | $76,407+57.2% | $150,298-20.1% | $82,448+45.7% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 14.99% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,556 | $2,614+74.3% | $4,154+9.7% | $2,551+78.6% |
| Participant deferral / active EE | $10,604 | $3,214+229.9% | $5,453+94.5% | $4,139+156.2% |
| Admin fee / account holder | $158 | $6,352-97.5% | $14,116-98.9% | $7,234-97.8% |