Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,527 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $23,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,956 | $55,470-24.4% | $155,556-73.0% | $74,478-43.7% |
| Participation rate | 32.7% | 61.9%-29.2pp | 78.2%-45.5pp | 67.2%-34.5pp |
| Annual return | 12.29% | 269.80%-257.5pp | 64.84%-52.5pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $814 | $2,267-64.1% | $4,675-82.6% | $2,626-69.0% |
| Participant deferral / active EE | $1,402 | $2,838-50.6% | $5,631-75.1% | $4,350-67.8% |
| Admin fee / account holder | $448 | $1,744-74.3% | $15,885-97.2% | $1,946-77.0% |