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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 5400 W 110TH ST · OVERLAND, KS 66211 | Contract Administrator | $24,939 |
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 | $41,984 | $61,172-31.4% | $185,851-77.4% | $79,389-47.1% |
| Participation rate | 73.4% | 66.6%+6.8pp | 81.7%-8.3pp | 70.7%+2.7pp |
| Annual return | 21.01% | 19.45%+1.6pp | 122.11%-101.1pp | 116.89%-95.9pp |
| Employer contribution / active EE | $2,499 | $2,321+7.7% | $5,168-51.7% | $2,428+2.9% |
| Participant deferral / active EE | $4,571 | $2,788+64.0% | $5,569-17.9% | $4,046+13.0% |
| Admin fee / account holder | $156 | $710-78.0% | $16,245-99.0% | $626-75.1% |