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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,810 | $106,028+70.5% | $146,958+23.0% | $77,643+132.9% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 17.80% | 56.73%-38.9pp | 418.34%-400.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $4,374 | $4,063+7.6% | $4,933-11.3% | $2,726+60.5% |
| Participant deferral / active EE | $12,311 | $7,990+54.1% | $8,070+52.6% | $4,647+164.9% |
| Admin fee / account holder | $98 | $337-71.1% | $12,998-99.2% | $430-77.3% |