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 | $34,368 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $27,996 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $9,196 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,180 | $79,223+3.7% | $102,460-19.8% | $74,478+10.3% |
| Participation rate | 62.0% | 74.8%-12.8pp | 76.5%-14.5pp | 67.2%-5.2pp |
| Annual return | 13.87% | 54.98%-41.1pp | 29.47%-15.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $4,725 | $2,363+100.0% | $3,025+56.2% | $2,626+79.9% |
| Participant deferral / active EE | $5,311 | $4,417+20.2% | $5,056+5.0% | $4,350+22.1% |
| Admin fee / account holder | $306 | $2,003-84.7% | $9,460-96.8% | $1,946-84.3% |