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 Service code 51 920 CASSATT RD, STE 205 · BERWYN, PA 19312 | Investment Mgmt Fees | $49,800 |
HOMRICH BERG2 years Service code 51 3550 LENOX RD, NE 2700 · ATLANTA, GA 30326 | Investment Mgmt Fees | $26,100 |
Filed as: STEWARD PARNERS INV SOLUTIONS, LLC Service code 51 1776 I ST. NW STE 700 · WASHINGTON, DC 20006 | Investment Mgmt Fees | $19,486 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,814 | $76,696+34.1% | $96,515+6.5% | $71,511+43.8% |
| Participation rate | 99.4% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 12.96% | 48.32%-35.4pp | 35.73%-22.8pp | 28.86%-15.9pp |
| Employer contribution / active EE | $3,226 | $3,032+6.4% | $3,740-13.7% | $2,589+24.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $561 | $2,030-72.4% | $6,735-91.7% | $1,588-64.7% |