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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $56,435 |
MATRIX TRUST COMPANY4 years Service code 15 · EIN 75-3182674 | Recordkeeping | $1,391 |
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 | $97,146 | $91,424+6.3% | $135,942-28.5% | $71,495+35.9% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 17.93% | 29.90%-12.0pp | 68.28%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,660 | $3,704+25.8% | $4,858-4.1% | $2,589+80.0% |
| Participant deferral / active EE | $9,625 | $7,092+35.7% | $7,759+24.1% | $4,291+124.3% |
| Admin fee / account holder | $275 | $1,266-78.3% | $10,764-97.4% | $1,588-82.7% |