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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, KS 66211 | Advisory (Participants) | $20,011 |
Service code 12 · EIN 83-3455979 | Direct payment from the plan; Partici... | $8,020 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,186 | $39,286+22.7% | $80,741-40.3% | $79,391-39.3% |
| Participation rate | 53.3% | 41.0%+12.3pp | 54.2%-0.9pp | 70.7%-17.4pp |
| Annual return | 11.54% | 98.95%-87.4pp | 87.30%-75.8pp | 116.88%-105.3pp |
| Employer contribution / active EE | $82 | $594-86.2% | $1,160-92.9% | $2,428-96.6% |
| Participant deferral / active EE | $1,608 | $1,264+27.2% | $2,145-25.1% | $4,046-60.3% |
| Admin fee / account holder | $278 | $647-57.1% | $3,380-91.8% | $627-55.7% |