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 LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,599 |
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 | $83,124 | $65,246+27.4% | $98,716-15.8% | $67,986+22.3% |
| Participation rate | 95.9% | 51.4%+44.5pp | 69.3%+26.6pp | 57.2%+38.7pp |
| Annual return | 18.89% | 20.58%-1.7pp | 31.81%-12.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $783 | $1,042-24.9% | $2,279-65.6% | $2,019-61.2% |
| Participant deferral / active EE | $7,620 | $2,594+193.7% | $4,048+88.3% | $3,358+126.9% |
| Admin fee / account holder | $403 | $4,561-91.2% | $8,703-95.4% | $3,203-87.4% |