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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $49,874 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $24,163 |
Service code 99 · EIN 20-8874282 | Other Fees | $5,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $41,546 | $72,482-42.7% | $129,118-67.8% | $64,819-35.9% |
| Participation rate | 39.5% | 79.2%-39.7pp | 77.2%-37.7pp | 71.5%-32.0pp |
| Annual return | -13.65% | -9.08%-4.6pp | -10.94%-2.7pp | 32.84%-46.5pp |
| Employer contribution / active EE | $1,378 | $4,247-67.6% | $5,051-72.7% | $2,507-45.0% |
| Participant deferral / active EE | $3,547 | $5,679-37.5% | $6,539-45.8% | $4,311-17.7% |
| Admin fee / account holder | $251 | $144+73.7% | $14,305-98.2% | $188+33.5% |