Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,061 | $104,544-38.7% | $96,564-33.7% | $80,187-20.1% |
| Participation rate | 92.4% | 86.4%+6.1pp | 76.0%+16.4pp | 72.9%+19.5pp |
| Annual return | 34.46% | 21.79%+12.7pp | 25.89%+8.6pp | 40.40%-5.9pp |
| Employer contribution / active EE | $1,198 | $3,527-66.0% | $2,967-59.6% | $2,980-59.8% |
| Participant deferral / active EE | $14,300 | $6,170+131.8% | $4,852+194.7% | $5,016+185.1% |
| Admin fee / account holder | $20 | $107-81.3% | $8,256-99.8% | $145-86.3% |