Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,668 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $75,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,092 | $106,110-13.2% | $147,005-37.4% | $77,671+18.6% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 17.05% | 56.77%-39.7pp | 418.76%-401.7pp | 31.21%-14.2pp |
| Employer contribution / active EE | $7,958 | $4,065+95.8% | $4,934+61.3% | $2,726+191.9% |
| Participant deferral / active EE | $15,841 | $7,992+98.2% | $8,070+96.3% | $4,648+240.8% |
| Admin fee / account holder | $133 | $338-60.5% | $13,006-99.0% | $430-69.0% |