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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) | $26,771 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,328 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,884 | $79,181-11.7% | $102,423-31.8% | $74,429-6.1% |
| Participation rate | 90.3% | 74.8%+15.5pp | 76.5%+13.8pp | 67.2%+23.1pp |
| Annual return | 10.36% | 54.97%-44.6pp | 29.42%-19.1pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $679 | $2,362-71.3% | $3,023-77.5% | $2,625-74.1% |
| Participant deferral / active EE | $4,200 | $4,416-4.9% | $5,054-16.9% | $4,348-3.4% |
| Admin fee / account holder | $350 | $2,002-82.5% | $9,455-96.3% | $1,944-82.0% |