Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $28,061 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Participant loan ... | $20,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,717 | $86,897-76.2% | $151,628-86.3% | $64,814-68.0% |
| Participation rate | 66.8% | 87.3%-20.5pp | 87.5%-20.7pp | 71.5%-4.7pp |
| Annual return | -15.93% | -3.57%-12.4pp | 3.34%-19.3pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,990 | $4,010-25.4% | $6,165-51.5% | $2,507+19.3% |
| Participant deferral / active EE | $5,708 | $6,690-14.7% | $8,363-31.7% | $4,310+32.4% |
| Admin fee / account holder | $107 | $153-29.7% | $11,613-99.1% | $188-42.8% |