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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $59,072 |
MATRIX TRUST COMPANY3 years Service code 15 · EIN 75-3182674 | Recordkeeping | $10,380 |
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 | $79,439 | $84,493-6.0% | $125,381-36.6% | $66,938+18.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.1pp | 69.8%+29.6pp |
| Annual return | -16.57% | -8.49%-8.1pp | 572.31%-588.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $4,637 | $3,554+30.5% | $4,815-3.7% | $2,545+82.2% |
| Participant deferral / active EE | $9,955 | $6,783+46.8% | $7,448+33.7% | $4,238+134.9% |
| Admin fee / account holder | $283 | $685-58.6% | $10,007-97.2% | $594-52.2% |