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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $60,806 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $36,058 |
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 | $121,921 | $101,653+19.9% | $147,080-17.1% | $74,459+63.7% |
| Participation rate | 96.9% | 75.6%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 18.31% | 8754.98%-8736.7pp | 420.17%-401.9pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $7,719 | $3,813+102.4% | $4,933+56.5% | $2,626+194.0% |
| Participant deferral / active EE | $16,177 | $7,304+121.5% | $8,066+100.6% | $4,350+271.9% |
| Admin fee / account holder | $488 | $1,752-72.1% | $12,989-96.2% | $1,945-74.9% |