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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 84-4519624 | Consulting | $30,000 |
TIAA7+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,277 | $81,358+30.6% | $155,556-31.7% | $80,959+31.3% |
| Participation rate | 85.7% | 66.3%+19.4pp | 78.2%+7.5pp | 67.7%+18.0pp |
| Annual return | 14.25% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $5,086 | $3,106+63.7% | $4,675+8.8% | $2,757+84.5% |
| Participant deferral / active EE | $11,573 | $3,455+234.9% | $5,631+105.5% | $4,300+169.1% |
| Admin fee / account holder | $102 | $7,994-98.7% | $15,885-99.4% | $6,925-98.5% |