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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $63,045 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,716 |
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 | $25,277 | $66,459-62.0% | $81,286-68.9% | $77,714-67.5% |
| Participation rate | 94.6% | 68.7%+25.9pp | 69.5%+25.1pp | 70.6%+24.0pp |
| Annual return | 15.32% | 15.95%-0.6pp | 24.80%-9.5pp | 31.26%-15.9pp |
| Employer contribution / active EE | $1,665 | $2,156-22.8% | $2,463-32.4% | $2,727-38.9% |
| Participant deferral / active EE | $3,627 | $3,674-1.3% | $3,883-6.6% | $4,649-22.0% |
| Admin fee / account holder | $195 | $585-66.7% | $5,764-96.6% | $433-55.0% |