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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,339 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $9,213 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $6,645 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,823 | $89,438-57.7% | $164,928-77.1% | $77,692-51.3% |
| Participation rate | 51.9% | 78.6%-26.7pp | 78.6%-26.7pp | 70.6%-18.6pp |
| Annual return | 14.63% | 28.82%-14.2pp | 70.08%-55.4pp | 31.25%-16.6pp |
| Employer contribution / active EE | $1,538 | $2,567-40.1% | $4,343-64.6% | $2,726-43.6% |
| Participant deferral / active EE | $2,856 | $4,901-41.7% | $6,034-52.7% | $4,648-38.6% |
| Admin fee / account holder | $203 | $340-40.2% | $12,684-98.4% | $431-52.8% |