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, INC. Service code 27 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, AZ 66211 | Advisory (Plan) | $19,965 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Recordkeeping and... | $11,221 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,642 | $79,184-66.4% | $102,438-74.0% | $74,546-64.3% |
| Participation rate | 87.3% | 74.8%+12.6pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 19.20% | 54.95%-35.8pp | 29.37%-10.2pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $4,873 | $2,362+106.3% | $3,024+61.2% | $2,624+85.7% |
| Participant deferral / active EE | $3,186 | $4,414-27.8% | $5,054-36.9% | $4,347-26.7% |
| Admin fee / account holder | $113 | $2,001-94.4% | $9,448-98.8% | $1,944-94.2% |