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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,784 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $33,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,648 | $241,850-91.0% | $102,437-78.9% | $200,096-89.2% |
| Participation rate | 93.5% | 78.3%+15.1pp | 74.5%+19.0pp | 72.0%+21.5pp |
| Annual return | 24.20% | 17.67%+6.5pp | 24.95%-0.8pp | 34.26%-10.1pp |
| Employer contribution / active EE | $1,222 | $4,253-71.3% | $3,871-68.4% | $3,038-59.8% |
| Participant deferral / active EE | $4,536 | $3,961+14.5% | $5,060-10.3% | $5,090-10.9% |
| Admin fee / account holder | $65 | $288-77.5% | $8,388-99.2% | $269-75.9% |