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 |
|---|---|---|
COHEN & COMPANY8 years Filed as: COHEN AND CO Service code 99 · EIN 34-1912961 | Other Fees | $15,600 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 99 · EIN 84-4519624 | Other Fees | $14,656 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $4,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,004 | $101,539-40.9% | $147,041-59.2% | $74,400-19.3% |
| Participation rate | 71.2% | 75.5%-4.3pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 11.11% | 8740.84%-8729.7pp | 419.21%-408.1pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $2,740 | $3,811-28.1% | $4,935-44.5% | $2,624+4.4% |
| Participant deferral / active EE | $3,175 | $7,304-56.5% | $8,071-60.7% | $4,348-27.0% |
| Admin fee / account holder | $827 | $1,749-52.7% | $13,006-93.6% | $1,944-57.4% |