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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) | $8,488 |
Service code 12 · EIN 83-3455979 | Claims processing; Direct payment fro... | $7,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $11,398 | $79,694-85.7% | $96,161-88.1% | $79,393-85.6% |
| Participation rate | 42.3% | 54.0%-11.7pp | 68.4%-26.2pp | 70.7%-28.4pp |
| Annual return | 11.20% | 40.84%-29.6pp | 192.01%-180.8pp | 116.87%-105.7pp |
| Employer contribution / active EE | $548 | $1,443-62.0% | $2,798-80.4% | $2,428-77.4% |
| Participant deferral / active EE | $1,198 | $2,539-52.8% | $4,349-72.4% | $4,046-70.4% |
| Admin fee / account holder | $79 | $630-87.4% | $5,538-98.6% | $627-87.3% |