Filed April 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,295 | $67,703-52.3% | $127,803-74.7% | $65,185-50.5% |
| Participation rate | 24.3% | 74.5%-50.1pp | 79.0%-54.7pp | 70.2%-45.9pp |
| Annual return | 23.21% | 24.36%-1.2pp | 26.14%-2.9pp | 29.38%-6.2pp |
| Employer contribution / active EE | $0 | $3,724-100.0% | $4,576-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,351 | $4,787-71.8% | $6,023-77.6% | $3,514-61.5% |
| Admin fee / account holder | $188 | $618-69.7% | $9,399-98.0% | $847-77.9% |