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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 | $106,164-56.0% | $147,041-68.3% | $77,692-39.9% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 43.58% | 56.81%-13.2pp | 419.21%-375.6pp | 31.25%+12.3pp |
| Employer contribution / active EE | $2,988 | $4,066-26.5% | $4,935-39.5% | $2,726+9.6% |
| Participant deferral / active EE | $11,045 | $7,993+38.2% | $8,071+36.8% | $4,648+137.6% |
| Admin fee / account holder | $179 | $338-46.9% | $13,006-98.6% | $431-58.3% |