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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,864 | $104,336-66.6% | $159,487-78.1% | $86,821-59.8% |
| Participation rate | 12.5% | 77.7%-65.2pp | 82.8%-70.3pp | 72.3%-59.8pp |
| Annual return | 21.31% | 26.32%-5.0pp | 263.71%-242.4pp | 97.94%-76.6pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,362 | $6,837-80.1% | $7,354-81.5% | $4,132-67.0% |
| Admin fee / account holder | $231 | $172+34.4% | $10,804-97.9% | $170+36.5% |