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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $32,173 |
Service code 12 · EIN 83-3455979 | Other insurance wrap fees; Direct pay... | $12,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,496 | $133,040-43.3% | $119,237-36.7% | $79,389-4.9% |
| Participation rate | 60.7% | 80.9%-20.1pp | 82.7%-22.0pp | 70.7%-10.0pp |
| Annual return | 10.68% | 20.05%-9.4pp | 30.70%-20.0pp | 116.89%-106.2pp |
| Employer contribution / active EE | $1,096 | $4,390-75.0% | $4,383-75.0% | $2,428-54.9% |
| Participant deferral / active EE | $3,737 | $6,448-42.1% | $6,112-38.9% | $4,046-7.6% |
| Admin fee / account holder | $371 | $686-46.0% | $7,229-94.9% | $626-40.9% |