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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $20,117 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $5,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,772 | $50,860-25.7% | $155,574-75.7% | $77,714-51.4% |
| Participation rate | 45.9% | 63.1%-17.2pp | 78.2%-32.3pp | 70.6%-24.7pp |
| Annual return | 16.29% | 34.86%-18.6pp | 64.87%-48.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $975 | $1,991-51.0% | $4,676-79.1% | $2,727-64.2% |
| Participant deferral / active EE | $3,447 | $2,825+22.0% | $5,629-38.8% | $4,649-25.8% |
| Admin fee / account holder | $22 | $436-94.9% | $15,914-99.9% | $433-94.9% |