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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,112 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $42,117 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,339 | $89,093-36.8% | $102,434-45.0% | $77,736-27.5% |
| Participation rate | 55.3% | 80.9%-25.6pp | 76.5%-21.2pp | 70.6%-15.3pp |
| Annual return | 26.32% | 25.03%+1.3pp | 29.46%-3.1pp | 31.26%-4.9pp |
| Employer contribution / active EE | $396 | $2,699-85.3% | $3,023-86.9% | $2,728-85.5% |
| Participant deferral / active EE | $3,702 | $5,147-28.1% | $5,055-26.8% | $4,651-20.4% |
| Admin fee / account holder | $263 | $236+11.5% | $9,462-97.2% | $433-39.3% |