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 LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Participants) | $73,500 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,760 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,764 | $65,453-10.2% | $86,691-32.2% | $66,930-12.2% |
| Participation rate | 98.8% | 75.5%+23.3pp | 76.6%+22.2pp | 69.8%+28.9pp |
| Annual return | -14.87% | -10.89%-4.0pp | 35.94%-50.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,805 | $2,154-16.2% | $2,837-36.4% | $2,545-29.1% |
| Participant deferral / active EE | $4,933 | $4,102+20.3% | $4,656+6.0% | $4,238+16.4% |
| Admin fee / account holder | $477 | $642-25.6% | $7,492-93.6% | $593-19.6% |