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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $49,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $59,216 | $106,110-44.2% | $147,005-59.7% | $77,671-23.8% |
| Participation rate | 66.2% | 78.4%-12.2pp | 82.2%-16.0pp | 70.6%-4.4pp |
| Annual return | 22.51% | 56.77%-34.3pp | 418.76%-396.3pp | 31.21%-8.7pp |
| Employer contribution / active EE | $20 | $4,065-99.5% | $4,934-99.6% | $2,726-99.3% |
| Participant deferral / active EE | $8,133 | $7,992+1.8% | $8,070+0.8% | $4,648+75.0% |
| Admin fee / account holder | $87 | $338-74.3% | $13,006-99.3% | $430-79.8% |