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 LLC2 years Filed as: CREATIVE PLANNING Service code 17 5440 W 110TH STREET · OVERLAND PARK, KS 66211 | Pension Consulting | $12,128 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,314 | $65,125-56.5% | $143,797-80.3% | $66,949-57.7% |
| Participation rate | 59.8% | 65.2%-5.4pp | 80.3%-20.5pp | 69.8%-10.0pp |
| Annual return | -17.06% | -11.13%-5.9pp | -0.04%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $776 | $2,362-67.2% | $4,952-84.3% | $2,545-69.5% |
| Participant deferral / active EE | $1,377 | $2,920-52.9% | $5,638-75.6% | $4,239-67.5% |
| Admin fee / account holder | $295 | $503-41.3% | $14,679-98.0% | $594-50.3% |