Filed June 17, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,076 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,581 | $36,728-44.0% | $56,033-63.3% | $99,314-79.3% |
| Participation rate | 15.4% | 25.4%-10.0pp | 52.5%-37.1pp | 71.7%-56.3pp |
| Annual return | 23.41% | 14.66%+8.7pp | 1711.38%-1688.0pp | 17.67%+5.7pp |
| Employer contribution / active EE | $97 | $415-76.6% | $1,041-90.7% | $3,264-97.0% |
| Participant deferral / active EE | $512 | $1,058-51.6% | $1,954-73.8% | $5,346-90.4% |
| Admin fee / account holder | $106 | $113-6.3% | $2,827-96.2% | $109-2.8% |