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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $6,690 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,576 | $72,620-74.4% | $90,760-79.5% | $66,938-72.2% |
| Participation rate | 54.2% | 73.7%-19.4pp | 75.7%-21.4pp | 69.8%-15.6pp |
| Annual return | -18.12% | -12.28%-5.8pp | -12.16%-6.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,960 | $3,979-50.7% | $4,565-57.1% | $4,238-53.7% |
| Admin fee / account holder | $83 | $707-88.3% | $8,444-99.0% | $594-86.1% |