Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,229 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 84-4519624 | Consulting | $61,050 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $44,100 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,843 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18,554 |
BOWMAN & COMPANY LLP1+ years Service code 10 · EIN 21-0658561 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,400 | $110,258-55.2% | $102,460-51.8% | $200,096-75.3% |
| Participation rate | 78.9% | 86.3%-7.4pp | 76.5%+2.4pp | 72.0%+6.9pp |
| Annual return | 0.00% | 35.78%-35.8pp | 29.47%-29.5pp | 34.26%-34.3pp |
| Employer contribution / active EE | $2,358 | $3,605-34.6% | $3,025-22.1% | $3,038-22.4% |
| Participant deferral / active EE | $4,416 | $6,377-30.7% | $5,056-12.7% | $5,090-13.2% |
| Admin fee / account holder | $134 | $122+9.2% | $9,460-98.6% | $269-50.4% |