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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 | $81,276+30.8% | $155,574-31.7% | $80,925+31.3% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 14.25% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $5,086 | $3,103+63.9% | $4,676+8.8% | $2,756+84.5% |
| Participant deferral / active EE | $11,573 | $3,453+235.2% | $5,629+105.6% | $4,299+169.2% |
| Admin fee / account holder | $102 | $7,993-98.7% | $15,914-99.4% | $6,940-98.5% |