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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,597 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,318 | $69,774-15.0% | $67,575-12.2% | $74,459-20.3% |
| Participation rate | 75.3% | 71.4%+3.9pp | 72.9%+2.4pp | 67.2%+8.1pp |
| Annual return | 14.63% | -40.53%+55.2pp | 3528.98%-3514.3pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,572 | $3,636+53.2% | $4,003+39.2% | $4,350+28.1% |
| Admin fee / account holder | $284 | $890-68.0% | $3,993-92.9% | $1,945-85.4% |