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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $18,752 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,914 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $148 |
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.
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 | $72,327 | $55,446+30.4% | $155,574-53.5% | $74,429-2.8% |
| Participation rate | 58.4% | 61.9%-3.5pp | 78.2%-19.8pp | 67.2%-8.8pp |
| Annual return | 10.27% | 269.20%-258.9pp | 64.87%-54.6pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $4,142 | $2,266+82.8% | $4,676-11.4% | $2,625+57.8% |
| Participant deferral / active EE | $3,528 | $2,836+24.4% | $5,629-37.3% | $4,348-18.9% |
| Admin fee / account holder | $272 | $1,743-84.4% | $15,914-98.3% | $1,944-86.0% |