Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $117,716 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,810 | $106,264+70.2% | $147,117+22.9% | $77,762+132.5% |
| Participation rate | 98.2% | 78.4%+19.7pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 17.80% | 56.94%-39.1pp | 420.54%-402.7pp | 31.27%-13.5pp |
| Employer contribution / active EE | $4,374 | $4,074+7.4% | $4,932-11.3% | $2,728+60.3% |
| Participant deferral / active EE | $12,311 | $8,003+53.8% | $8,065+52.7% | $4,651+164.7% |
| Admin fee / account holder | $98 | $334-70.8% | $12,993-99.2% | $433-77.5% |