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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $45,325 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,435 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,471 | $88,186+29.8% | $165,071-30.7% | $74,459+53.7% |
| Participation rate | 92.7% | 73.1%+19.6pp | 78.6%+14.1pp | 67.2%+25.5pp |
| Annual return | 11.52% | 17.13%-5.6pp | 70.17%-58.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,893 | $2,600-27.2% | $4,347-56.5% | $2,626-27.9% |
| Participant deferral / active EE | $8,269 | $4,505+83.6% | $6,035+37.0% | $4,350+90.1% |
| Admin fee / account holder | $262 | $2,234-88.3% | $12,695-97.9% | $1,945-86.5% |