Filed April 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $9,311 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,982 | $64,871-44.5% | $129,110-72.1% | $66,930-46.2% |
| Participation rate | 22.6% | 74.0%-51.4pp | 77.3%-54.7pp | 69.8%-47.3pp |
| Annual return | -8.39% | -12.21%+3.8pp | -10.94%+2.6pp | 1.57%-10.0pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | $5,052-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $697 | $5,090-86.3% | $6,542-89.3% | $4,238-83.5% |
| Admin fee / account holder | $221 | $629-64.8% | $14,302-98.5% | $593-62.7% |