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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 15 · EIN 20-3247391 | Recordkeeping | $14,081 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $13,186 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 15 · EIN 43-1270780 | Recordkeeping | $13,116 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,212 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,142 | $86,655-28.3% | $119,608-48.0% | $66,930-7.2% |
| Participation rate | 91.4% | 75.6%+15.8pp | 79.3%+12.1pp | 69.8%+21.6pp |
| Annual return | -13.23% | -8.00%-5.2pp | -14.98%+1.8pp | 1.57%-14.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,373 | $4,358+46.2% | $5,601+13.8% | $4,238+50.4% |
| Admin fee / account holder | $143 | $755-81.1% | $10,326-98.6% | $593-75.9% |