Filed January 7, 2026
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 |
|---|---|---|
RANDALL & HURLEY, INC.1+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $19,160 |
Service code 28 · EIN 91-1216299 | Investment Management | $8,595 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $8,571 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $7,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,379 | $37,117-61.3% | $147,617-90.3% | $55,191-73.9% |
| Participation rate | 66.3% | 63.6%+2.7pp | 84.6%-18.3pp | 69.2%-2.8pp |
| Annual return | -2.37% | 3.44%-5.8pp | 61.98%-64.4pp | 10.78%-13.1pp |
| Employer contribution / active EE | $590 | $1,620-63.6% | $5,564-89.4% | $1,899-69.0% |
| Participant deferral / active EE | $1,675 | $1,985-15.6% | $4,895-65.8% | $3,046-45.0% |
| Admin fee / account holder | $184 | $86+115.2% | $11,612-98.4% | $91+102.9% |