Filed September 5, 2026
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,109 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,665 | $60,323-55.8% | $81,812-67.4% | $74,495-64.2% |
| Participation rate | 69.6% | 62.9%+6.8pp | 72.3%-2.7pp | 67.2%+2.4pp |
| Annual return | 10.61% | 16.90%-6.3pp | 773.79%-763.2pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,290 | $2,620-50.8% | $2,912-55.7% | $2,623-50.8% |
| Participant deferral / active EE | $1,518 | $3,387-55.2% | $4,319-64.8% | $4,346-65.1% |
| Admin fee / account holder | $86 | $1,486-94.2% | $7,386-98.8% | $1,942-95.6% |