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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $47,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,172 | $58,336+10.0% | $97,260-34.0% | $199,960-67.9% |
| Participation rate | 85.6% | 63.8%+21.9pp | 72.7%+13.0pp | 72.0%+13.6pp |
| Annual return | 96.11% | 32.81%+63.3pp | 75.54%+20.6pp | 34.28%+61.8pp |
| Employer contribution / active EE | $1,746 | $1,416+23.3% | $2,721-35.8% | $3,036-42.5% |
| Participant deferral / active EE | $4,938 | $3,240+52.4% | $4,262+15.9% | $5,087-2.9% |
| Admin fee / account holder | $87 | $114-23.8% | $5,640-98.5% | $269-67.8% |