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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $112,462 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 28 · EIN 84-4511962 | Investment Management | $22,067 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,936 | $62,686+69.0% | $178,505-40.7% | $77,762+36.2% |
| Participation rate | 91.5% | 66.9%+24.6pp | 77.1%+14.4pp | 70.6%+20.9pp |
| Annual return | 14.10% | 16.16%-2.1pp | 27.16%-13.1pp | 31.27%-17.2pp |
| Employer contribution / active EE | $4,926 | $1,914+157.5% | $3,955+24.6% | $2,728+80.6% |
| Participant deferral / active EE | $10,341 | $4,224+144.8% | $6,280+64.7% | $4,651+122.3% |
| Admin fee / account holder | $187 | $386-51.7% | $10,428-98.2% | $433-56.9% |