Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $101,007 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Account maintenance fees; Claims proc... | $51,565 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,172 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,251 | $106,110-54.5% | $147,005-67.2% | $77,671-37.9% |
| Participation rate | 63.2% | 78.4%-15.2pp | 82.2%-18.9pp | 70.6%-7.4pp |
| Annual return | 17.62% | 56.77%-39.2pp | 418.76%-401.1pp | 31.21%-13.6pp |
| Employer contribution / active EE | $2,759 | $4,065-32.1% | $4,934-44.1% | $2,726+1.2% |
| Participant deferral / active EE | $6,145 | $7,992-23.1% | $8,070-23.9% | $4,648+32.2% |
| Admin fee / account holder | $352 | $338+4.2% | $13,006-97.3% | $430-18.2% |