Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,526 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,903 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,432 | $29,525-41.0% | $56,033-68.9% | $77,736-77.6% |
| Participation rate | 10.5% | 32.7%-22.2pp | 52.5%-42.0pp | 70.6%-60.1pp |
| Annual return | 14.77% | 18.90%-4.1pp | 1711.38%-1696.6pp | 31.26%-16.5pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $797 | $1,062-24.9% | $1,954-59.2% | $4,651-82.9% |
| Admin fee / account holder | $142 | $1,040-86.4% | $2,827-95.0% | $433-67.2% |