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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 | $50,860-43.4% | $155,574-81.5% | $77,714-62.9% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 37.22% | 34.86%+2.4pp | 64.87%-27.6pp | 31.26%+6.0pp |
| Employer contribution / active EE | $2,938 | $1,991+47.6% | $4,676-37.2% | $2,727+7.7% |
| Participant deferral / active EE | $7,273 | $2,825+157.5% | $5,629+29.2% | $4,649+56.4% |
| Admin fee / account holder | $114 | $436-73.9% | $15,914-99.3% | $433-73.7% |