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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $78,155 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $39,397 |
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 | $75,166 | $79,634-5.6% | $183,328-59.0% | $79,634-5.6% |
| Participation rate | 49.1% | 62.5%-13.4pp | 77.3%-28.2pp | 62.5%-13.4pp |
| Annual return | 19.11% | 36.46%-17.3pp | 29.67%-10.6pp | 36.46%-17.3pp |
| Employer contribution / active EE | $3,753 | $2,529+48.4% | $5,055-25.7% | $2,529+48.4% |
| Participant deferral / active EE | $4,795 | $3,835+25.0% | $6,795-29.4% | $3,835+25.0% |
| Admin fee / account holder | $337 | $1,002-66.3% | $21,427-98.4% | $1,002-66.3% |