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 | $106,247+70.2% | $147,096+22.9% | $77,714+132.7% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 17.80% | 56.87%-39.1pp | 419.75%-401.9pp | 31.26%-13.5pp |
| Employer contribution / active EE | $4,374 | $4,069+7.5% | $4,936-11.4% | $2,727+60.4% |
| Participant deferral / active EE | $12,311 | $7,996+54.0% | $8,071+52.5% | $4,649+164.8% |
| Admin fee / account holder | $98 | $338-71.1% | $13,005-99.2% | $433-77.5% |