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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,782 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,006 | $131,734-78.0% | $93,786-69.1% | $64,824-55.3% |
| Participation rate | 15.3% | 85.5%-70.2pp | 81.0%-65.7pp | 71.5%-56.2pp |
| Annual return | -15.50% | -14.04%-1.5pp | -11.32%-4.2pp | 32.84%-48.3pp |
| Employer contribution / active EE | $0 | $5,643-100.0% | $4,328-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,665 | $8,135-79.5% | $6,100-72.7% | $4,311-61.4% |
| Admin fee / account holder | $218 | $141+54.1% | $7,184-97.0% | $188+15.9% |