Filed February 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,068 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $46,436 |
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 | $95,011 | $102,429-7.2% | $147,096-35.4% | $80,925+17.4% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 15.94% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,636 | $3,716-56.0% | $4,936-66.9% | $2,756-40.6% |
| Participant deferral / active EE | $13,118 | $6,649+97.3% | $8,071+62.5% | $4,299+205.2% |
| Admin fee / account holder | $584 | $7,957-92.7% | $13,005-95.5% | $6,940-91.6% |