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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $266,828 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $68,128 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $62,072 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,296 | $119,153-77.1% | $151,634-82.0% | $78,104-65.1% |
| Participation rate | 88.0% | 92.5%-4.4pp | 87.5%+0.6pp | 74.5%+13.5pp |
| Annual return | 18.57% | -10.83%+29.4pp | 3.32%+15.2pp | 10.90%+7.7pp |
| Employer contribution / active EE | $2,224 | $5,298-58.0% | $6,165-63.9% | $3,128-28.9% |
| Participant deferral / active EE | $4,201 | $8,624-51.3% | $8,363-49.8% | $5,089-17.5% |
| Admin fee / account holder | $76 | $69+11.1% | $11,614-99.3% | $79-3.2% |