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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,269 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $44,833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,483 | $101,653+1.8% | $147,080-29.6% | $74,459+39.0% |
| Participation rate | 98.6% | 75.6%+23.1pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 13.43% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $2,940 | $3,813-22.9% | $4,933-40.4% | $2,626+12.0% |
| Participant deferral / active EE | $6,738 | $7,304-7.8% | $8,066-16.5% | $4,350+54.9% |
| Admin fee / account holder | $466 | $1,752-73.4% | $12,989-96.4% | $1,945-76.1% |