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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,492 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,821 |
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 | $56,210 | $84,784-33.7% | $98,462-42.9% | $74,473-24.5% |
| Participation rate | 71.9% | 81.5%-9.6pp | 75.2%-3.3pp | 70.7%+1.1pp |
| Annual return | 15.11% | 20.59%-5.5pp | 21.17%-6.1pp | 34.36%-19.2pp |
| Employer contribution / active EE | $1,194 | $3,364-64.5% | $3,049-60.9% | $2,638-54.8% |
| Participant deferral / active EE | $4,194 | $5,218-19.6% | $4,738-11.5% | $4,530-7.4% |
| Admin fee / account holder | $229 | $204+12.2% | $8,875-97.4% | $347-33.9% |