Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $40,446 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,584 | $50,919+5.2% | $155,556-65.6% | $77,762-31.1% |
| Participation rate | 65.4% | 63.1%+2.4pp | 78.2%-12.8pp | 70.6%-5.1pp |
| Annual return | 12.33% | 34.84%-22.5pp | 64.84%-52.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $2,077 | $1,991+4.3% | $4,675-55.6% | $2,728-23.9% |
| Participant deferral / active EE | $3,026 | $2,824+7.1% | $5,631-46.3% | $4,651-34.9% |
| Admin fee / account holder | $293 | $437-32.8% | $15,885-98.2% | $433-32.2% |