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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $34,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,996 | $51,226+32.7% | $82,744-17.8% | $66,938+1.6% |
| Participation rate | 34.5% | 67.9%-33.4pp | 72.6%-38.0pp | 69.8%-35.3pp |
| Annual return | -15.90% | -9.61%-6.3pp | 702.22%-718.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $878 | $2,612-66.4% | $3,008-70.8% | $2,545-65.5% |
| Participant deferral / active EE | $1,819 | $3,460-47.4% | $4,395-58.6% | $4,238-57.1% |
| Admin fee / account holder | $481 | $416+15.7% | $5,325-91.0% | $594-19.0% |