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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,152 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,745 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,810 | $101,653-41.2% | $147,080-59.3% | $74,459-19.7% |
| Participation rate | 79.0% | 75.6%+3.5pp | 82.2%-3.2pp | 67.2%+11.8pp |
| Annual return | 14.62% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $2,305 | $3,813-39.6% | $4,933-53.3% | $2,626-12.2% |
| Participant deferral / active EE | $4,797 | $7,304-34.3% | $8,066-40.5% | $4,350+10.3% |
| Admin fee / account holder | $304 | $1,752-82.6% | $12,989-97.7% | $1,945-84.4% |