Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $101,782 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $59,079 |
NORTON ROSE FULBRIGHT8+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $20,677 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,437 | $83,057-16.4% | $143,801-51.7% | $89,433-22.4% |
| Participation rate | 92.0% | 74.0%+18.0pp | 80.3%+11.7pp | 71.3%+20.8pp |
| Annual return | -16.72% | -13.97%-2.7pp | -0.04%-16.7pp | -11.88%-4.8pp |
| Employer contribution / active EE | $3,212 | $2,095+53.3% | $4,952-35.1% | $3,021+6.3% |
| Participant deferral / active EE | $5,908 | $4,281+38.0% | $5,639+4.8% | $5,125+15.3% |
| Admin fee / account holder | $68 | $83-18.5% | $14,680-99.5% | $79-14.8% |