Filed June 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,128 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,500 |
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $8,985 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 | Advisory (Participants) | $0 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,868 | $60,393+176.3% | $81,820+103.9% | $74,429+124.2% |
| Participation rate | 94.7% | 62.9%+31.8pp | 72.4%+22.4pp | 67.2%+27.5pp |
| Annual return | 15.32% | 16.89%-1.6pp | 777.93%-762.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $12,288 | $2,626+367.9% | $2,915+321.5% | $2,625+368.1% |
| Participant deferral / active EE | $8,822 | $3,397+159.7% | $4,323+104.1% | $4,348+102.9% |
| Admin fee / account holder | $328 | $1,491-78.0% | $7,391-95.6% | $1,944-83.2% |