Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,132 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $41,951 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $24,675 |
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 | $23,067 | $38,967-40.8% | $86,233-73.3% | $79,634-71.0% |
| Participation rate | 39.4% | 34.1%+5.3pp | 69.0%-29.6pp | 62.5%-23.1pp |
| Annual return | 17.65% | 49.90%-32.2pp | 61.39%-43.7pp | 36.46%-18.8pp |
| Employer contribution / active EE | $1,155 | $868+33.0% | $2,504-53.9% | $2,529-54.3% |
| Participant deferral / active EE | $2,041 | $1,663+22.7% | $4,559-55.2% | $3,835-46.8% |
| Admin fee / account holder | $302 | $2,660-88.7% | $8,342-96.4% | $1,002-69.9% |