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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $186,368 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $77,674 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,408 | $89,282+16.9% | $94,679+10.3% | $74,440+40.3% |
| Participation rate | 97.0% | 82.4%+14.5pp | 80.8%+16.1pp | 70.7%+26.2pp |
| Annual return | 24.03% | 25.96%-1.9pp | 156.75%-132.7pp | 34.37%-10.3pp |
| Employer contribution / active EE | $5,112 | $3,022+69.1% | $3,673+39.2% | $2,638+93.8% |
| Participant deferral / active EE | $12,412 | $8,425+47.3% | $7,417+67.3% | $4,529+174.1% |
| Admin fee / account holder | $287 | $219+31.2% | $7,233-96.0% | $348-17.5% |