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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $45,268 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,030 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,570 | $79,223+72.4% | $102,460+33.3% | $74,478+83.4% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 11.05% | 54.98%-43.9pp | 29.47%-18.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $727 | $2,363-69.3% | $3,025-76.0% | $2,626-72.3% |
| Participant deferral / active EE | $6,581 | $4,417+49.0% | $5,056+30.2% | $4,350+51.3% |
| Admin fee / account holder | $350 | $2,003-82.5% | $9,460-96.3% | $1,946-82.0% |