Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $31,386 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,117 | $47,180-23.4% | $149,723-75.9% | $74,473-51.5% |
| Participation rate | 64.4% | 63.4%+0.9pp | 78.8%-14.4pp | 70.7%-6.4pp |
| Annual return | 19.03% | 22.75%-3.7pp | 134.50%-115.5pp | 34.36%-15.3pp |
| Employer contribution / active EE | $1,881 | $1,907-1.4% | $4,821-61.0% | $2,638-28.7% |
| Participant deferral / active EE | $2,883 | $2,730+5.6% | $5,682-49.3% | $4,530-36.4% |
| Admin fee / account holder | $182 | $343-46.8% | $13,215-98.6% | $347-47.5% |