Filed September 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $177,562 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 28 · EIN 20-8874282 | Investment Management | $42,279 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,866 | $106,164+12.0% | $147,041-19.2% | $77,692+53.0% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 14.40% | 56.81%-42.4pp | 419.21%-404.8pp | 31.25%-16.9pp |
| Employer contribution / active EE | $1,777 | $4,066-56.3% | $4,935-64.0% | $2,726-34.8% |
| Participant deferral / active EE | $7,049 | $7,993-11.8% | $8,071-12.7% | $4,648+51.6% |
| Admin fee / account holder | $184 | $338-45.6% | $13,006-98.6% | $431-57.3% |