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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $51,055 |
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 | $162,479 | $45,343+258.3% | $150,298+8.1% | $67,986+139.0% |
| Participation rate | 97.8% | 51.9%+46.0pp | 77.8%+20.1pp | 57.2%+40.6pp |
| Annual return | 20.56% | 33.28%-12.7pp | 62.79%-42.2pp | 31.67%-11.1pp |
| Employer contribution / active EE | $6,840 | $1,462+367.9% | $4,154+64.7% | $2,019+238.8% |
| Participant deferral / active EE | $6,587 | $2,055+220.6% | $5,453+20.8% | $3,358+96.1% |
| Admin fee / account holder | $353 | $2,250-84.3% | $14,116-97.5% | $3,203-89.0% |