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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 | $101,591-41.1% | $147,096-59.3% | $74,429-19.6% |
| Participation rate | 79.0% | 75.5%+3.5pp | 82.2%-3.1pp | 67.2%+11.8pp |
| Annual return | 14.62% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,305 | $3,813-39.5% | $4,936-53.3% | $2,625-12.2% |
| Participant deferral / active EE | $4,797 | $7,302-34.3% | $8,071-40.6% | $4,348+10.3% |
| Admin fee / account holder | $304 | $1,750-82.6% | $13,005-97.7% | $1,944-84.4% |