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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,076 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $39,828 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,780 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,552 | $45,000-14.3% | $143,757-73.2% | $77,904-50.5% |
| Participation rate | 89.3% | 66.8%+22.4pp | 80.3%+8.9pp | 73.7%+15.6pp |
| Annual return | -17.35% | 29.03%-46.4pp | -0.04%-17.3pp | 12.21%-29.6pp |
| Employer contribution / active EE | $3,029 | $1,870+62.0% | $4,951-38.8% | $2,848+6.4% |
| Participant deferral / active EE | $5,514 | $3,157+74.7% | $5,637-2.2% | $4,806+14.7% |
| Admin fee / account holder | $146 | $98+48.0% | $14,673-99.0% | $133+9.9% |