Filed May 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,251 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,905 | $110,282-70.2% | $102,434-67.9% | $199,960-83.5% |
| Participation rate | 96.0% | 86.3%+9.7pp | 76.5%+19.5pp | 72.0%+24.0pp |
| Annual return | 13.42% | 35.75%-22.3pp | 29.46%-16.0pp | 34.28%-20.9pp |
| Employer contribution / active EE | $2,065 | $3,603-42.7% | $3,023-31.7% | $3,036-32.0% |
| Participant deferral / active EE | $3,257 | $6,376-48.9% | $5,055-35.6% | $5,087-36.0% |
| Admin fee / account holder | $132 | $122+7.9% | $9,462-98.6% | $269-51.0% |