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 Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $34,108 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,291 |
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.)
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 | $81,678 | $101,672-19.7% | $147,117-44.5% | $74,478+9.7% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.2%-44.3pp | 67.2%-29.4pp |
| Annual return | 14.88% | 8757.83%-8742.9pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $967 | $3,813-74.6% | $4,932-80.4% | $2,626-63.2% |
| Participant deferral / active EE | $3,915 | $7,305-46.4% | $8,065-51.5% | $4,350-10.0% |
| Admin fee / account holder | $543 | $1,753-69.1% | $12,993-95.8% | $1,946-72.1% |