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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,284 |
MMA SECURITIES LLC1 year Service code 27 · EIN 52-2189187 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $4,675 |
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 | $127,639 | $102,382+24.7% | $147,005-13.2% | $80,874+57.8% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 14.37% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,350 | $3,715+17.1% | $4,934-11.8% | $2,756+57.9% |
| Participant deferral / active EE | $11,184 | $6,646+68.3% | $8,070+38.6% | $4,297+160.3% |
| Admin fee / account holder | $366 | $7,942-95.4% | $13,006-97.2% | $6,935-94.7% |