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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $98,835 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,369 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,991 | $89,435+49.8% | $164,975-18.8% | $77,714+72.4% |
| Participation rate | 95.5% | 78.6%+16.9pp | 78.6%+16.9pp | 70.6%+24.9pp |
| Annual return | 15.32% | 28.82%-13.5pp | 70.12%-54.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $5,511 | $2,563+115.0% | $4,343+26.9% | $2,727+102.1% |
| Participant deferral / active EE | $6,652 | $4,901+35.7% | $6,033+10.3% | $4,649+43.1% |
| Admin fee / account holder | $371 | $340+9.3% | $12,688-97.1% | $433-14.3% |