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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $510,781 |
Filed as: AI CAPITAL MANAGEMENT LLC Service code 99 · EIN 61-1495162 | Other Fees | $182,588 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $140,660 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $17,500 |
ARMANINO LLP3 years Service code 16 · EIN 33-2514127 | Consulting | $15,547 |
Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,377 | $47,202+72.4% | $93,727-13.2% | $99,313-18.1% |
| Participation rate | 61.4% | 57.3%+4.1pp | 68.7%-7.4pp | 71.7%-10.4pp |
| Annual return | 13.58% | 13.08%+0.5pp | 133.83%-120.3pp | 17.67%-4.1pp |
| Employer contribution / active EE | $1,251 | $1,134+10.4% | $2,421-48.3% | $3,264-61.7% |
| Participant deferral / active EE | $4,117 | $2,296+79.3% | $4,417-6.8% | $5,346-23.0% |
| Admin fee / account holder | $106 | $86+23.8% | $8,292-98.7% | $109-2.6% |