Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,355 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $16,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $833,300 | $49,976+1567.4% | $66,674+1149.8% | $82,637+908.4% |
| Participation rate | 4.2% | 63.1%-58.9pp | 73.7%-69.5pp | 68.1%-63.8pp |
| Annual return | 8.59% | 39.09%-30.5pp | 321.24%-312.7pp | 53.51%-44.9pp |
| Employer contribution / active EE | $4,336 | $1,988+118.1% | $2,620+65.5% | $2,552+69.9% |
| Participant deferral / active EE | $6,879 | $2,847+141.6% | $4,084+68.4% | $4,126+66.7% |
| Admin fee / account holder | $4,405 | $4,594-4.1% | $5,098-13.6% | $7,339-40.0% |