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 LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,552 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,610 | $101,539-40.3% | $147,041-58.8% | $74,400-18.5% |
| Participation rate | 60.4% | 75.5%-15.1pp | 82.2%-21.8pp | 67.2%-6.8pp |
| Annual return | 13.88% | 8740.84%-8727.0pp | 419.21%-405.3pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $2,272 | $3,811-40.4% | $4,935-54.0% | $2,624-13.4% |
| Participant deferral / active EE | $7,142 | $7,304-2.2% | $8,071-11.5% | $4,348+64.3% |
| Admin fee / account holder | $156 | $1,749-91.1% | $13,006-98.8% | $1,944-92.0% |