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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $71,656 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $37,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,859 | $96,805-39.2% | $153,741-61.7% | $77,762-24.3% |
| Participation rate | 54.2% | 81.6%-27.4pp | 77.1%-22.9pp | 70.6%-16.4pp |
| Annual return | 13.21% | 14.39%-1.2pp | 15.71%-2.5pp | 31.27%-18.1pp |
| Employer contribution / active EE | $2,799 | $5,232-46.5% | $5,042-44.5% | $2,728+2.6% |
| Participant deferral / active EE | $4,827 | $6,601-26.9% | $6,757-28.6% | $4,651+3.8% |
| Admin fee / account holder | $308 | $182+68.9% | $12,749-97.6% | $433-28.9% |