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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,745 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,680 | $106,230-56.1% | $147,080-68.3% | $77,736-40.0% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 43.58% | 56.91%-13.3pp | 420.17%-376.6pp | 31.26%+12.3pp |
| Employer contribution / active EE | $2,988 | $4,072-26.6% | $4,933-39.4% | $2,728+9.5% |
| Participant deferral / active EE | $11,045 | $8,001+38.1% | $8,066+36.9% | $4,651+137.5% |
| Admin fee / account holder | $179 | $338-47.0% | $12,989-98.6% | $433-58.6% |