Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $25,023 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,455 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ADVISOR MANAGED ACCOUNT Service code 99 | Other Fees | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,506 | $60,393+26.7% | $81,820-6.5% | $74,429+2.8% |
| Participation rate | 98.2% | 62.9%+35.3pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.34% | 16.89%-3.6pp | 777.93%-764.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $3,057 | $2,626+16.4% | $2,915+4.9% | $2,625+16.5% |
| Participant deferral / active EE | $6,224 | $3,397+83.2% | $4,323+44.0% | $4,348+43.1% |
| Admin fee / account holder | $168 | $1,491-88.7% | $7,391-97.7% | $1,944-91.3% |