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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,314 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,801 | $50,820-43.3% | $155,567-81.5% | $77,671-62.9% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 37.22% | 34.85%+2.4pp | 64.74%-27.5pp | 31.21%+6.0pp |
| Employer contribution / active EE | $2,938 | $1,993+47.4% | $4,674-37.2% | $2,726+7.7% |
| Participant deferral / active EE | $7,273 | $2,823+157.6% | $5,628+29.2% | $4,648+56.5% |
| Admin fee / account holder | $114 | $436-73.8% | $15,916-99.3% | $430-73.5% |