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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 | Participant loan processing; Recordke... | $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 | $55,472+30.4% | $155,567-53.5% | $74,546-3.0% |
| Participation rate | 58.4% | 61.9%-3.5pp | 78.2%-19.8pp | 67.2%-8.8pp |
| Annual return | 10.27% | 268.72%-258.5pp | 64.74%-54.5pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $4,142 | $2,269+82.6% | $4,674-11.4% | $2,624+57.8% |
| Participant deferral / active EE | $3,528 | $2,838+24.3% | $5,628-37.3% | $4,347-18.9% |
| Admin fee / account holder | $272 | $1,743-84.4% | $15,916-98.3% | $1,944-86.0% |