Filed February 14, 2023
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 | $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 | $102,385-7.2% | $147,080-35.4% | $80,935+17.4% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 15.94% | 135.09%-119.2pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,636 | $3,717-56.0% | $4,933-66.8% | $2,757-40.7% |
| Participant deferral / active EE | $13,118 | $6,651+97.2% | $8,066+62.6% | $4,299+205.1% |
| Admin fee / account holder | $584 | $7,951-92.7% | $12,989-95.5% | $6,924-91.6% |