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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,494 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,889 |
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 | $46,169 | $92,186-49.9% | $105,624-56.3% | $77,762-40.6% |
| Participation rate | 95.2% | 81.0%+14.1pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 13.18% | 17.83%-4.7pp | 116.20%-103.0pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,420 | $3,376-57.9% | $3,168-55.2% | $2,728-47.9% |
| Participant deferral / active EE | $4,013 | $5,395-25.6% | $5,013-19.9% | $4,651-13.7% |
| Admin fee / account holder | $164 | $219-25.3% | $10,961-98.5% | $433-62.2% |