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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,668 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $75,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,092 | $106,247-13.3% | $147,096-37.4% | $77,714+18.5% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 17.05% | 56.87%-39.8pp | 419.75%-402.7pp | 31.26%-14.2pp |
| Employer contribution / active EE | $7,958 | $4,069+95.6% | $4,936+61.2% | $2,727+191.9% |
| Participant deferral / active EE | $15,841 | $7,996+98.1% | $8,071+96.3% | $4,649+240.7% |
| Admin fee / account holder | $133 | $338-60.6% | $13,005-99.0% | $433-69.2% |