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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $67,593 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,278 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,719 | $101,591+23.8% | $147,096-14.5% | $74,429+68.9% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 15.89% | 8746.45%-8730.6pp | 419.75%-403.9pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $11,925 | $3,813+212.8% | $4,936+141.6% | $2,625+354.3% |
| Participant deferral / active EE | $20,772 | $7,302+184.5% | $8,071+157.4% | $4,348+377.7% |
| Admin fee / account holder | $483 | $1,750-72.4% | $13,005-96.3% | $1,944-75.1% |