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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,759 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $91,653 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $126,809 | $90,064+40.8% | $100,415+26.3% | $77,762+63.1% |
| Participation rate | 98.9% | 81.3%+17.6pp | 81.5%+17.4pp | 70.6%+28.3pp |
| Annual return | 17.33% | 20.61%-3.3pp | 49.47%-32.1pp | 31.27%-13.9pp |
| Employer contribution / active EE | $5,362 | $3,043+76.2% | $3,943+36.0% | $2,728+96.5% |
| Participant deferral / active EE | $13,310 | $8,282+60.7% | $8,091+64.5% | $4,651+186.2% |
| Admin fee / account holder | $293 | $172+70.6% | $7,906-96.3% | $433-32.2% |