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 | $154,662 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 20-8874282 | Investment Management | $50,873 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,957 | $82,188+7.0% | $125,391-29.9% | $64,824+35.7% |
| Participation rate | 87.3% | 77.9%+9.4pp | 82.4%+4.9pp | 71.5%+15.8pp |
| Annual return | -17.21% | 3.50%-20.7pp | 572.41%-589.6pp | 32.84%-50.1pp |
| Employer contribution / active EE | $2,822 | $3,617-22.0% | $4,816-41.4% | $2,507+12.6% |
| Participant deferral / active EE | $6,374 | $7,177-11.2% | $7,448-14.4% | $4,311+47.9% |
| Admin fee / account holder | $148 | $163-9.3% | $10,009-98.5% | $188-21.2% |