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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING,INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,503 |
Service code 27 · EIN 83-3455979 | Advisory (Plan) | $5,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,308 | $64,176-9.1% | $112,263-48.1% | $66,949-12.9% |
| Participation rate | 24.3% | 68.4%-44.1pp | 75.1%-50.8pp | 69.8%-45.5pp |
| Annual return | -15.64% | -13.80%-1.8pp | 27.49%-43.1pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,192 | $3,007-60.3% | $3,636-67.2% | $2,545-53.2% |
| Participant deferral / active EE | $694 | $3,694-81.2% | $4,729-85.3% | $4,239-83.6% |
| Admin fee / account holder | $302 | $626-51.8% | $6,410-95.3% | $594-49.2% |