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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEAR CREEK FINANCIAL MANAGEMENT Service code 99 · EIN 46-5392613 | Other Fees | $19,095 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,346 | $73,978-64.4% | $96,515-72.7% | $75,173-65.0% |
| Participation rate | 91.3% | 66.4%+24.9pp | 74.3%+17.0pp | 67.2%+24.1pp |
| Annual return | 20.48% | 26.72%-6.2pp | 35.73%-15.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $3,302 | $2,931+12.7% | $3,740-11.7% | $2,671+23.6% |
| Participant deferral / active EE | $2,723 | $3,660-25.6% | $4,880-44.2% | $4,126-34.0% |
| Admin fee / account holder | $172 | $5,219-96.7% | $6,735-97.4% | $5,651-97.0% |