Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $30,645 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,937 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,583 | $46,332-36.2% | $143,797-79.4% | $64,824-54.4% |
| Participation rate | 63.0% | 64.2%-1.3pp | 80.3%-17.3pp | 71.5%-8.5pp |
| Annual return | -18.54% | -10.05%-8.5pp | -0.04%-18.5pp | 32.84%-51.4pp |
| Employer contribution / active EE | $1,895 | $1,911-0.8% | $4,952-61.7% | $2,507-24.4% |
| Participant deferral / active EE | $2,848 | $2,647+7.6% | $5,638-49.5% | $4,311-33.9% |
| Admin fee / account holder | $187 | $154+21.5% | $14,679-98.7% | $188-0.5% |