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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,032 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $118,548 | $79,700+48.7% | $153,476-22.8% | $74,400+59.3% |
| Participation rate | 94.9% | 69.8%+25.1pp | 77.1%+17.8pp | 67.2%+27.7pp |
| Annual return | 18.73% | 15.07%+3.7pp | 15.66%+3.1pp | 1367.51%-1348.8pp |
| Employer contribution / active EE | $4,096 | $4,016+2.0% | $5,038-18.7% | $2,624+56.1% |
| Participant deferral / active EE | $12,423 | $5,315+133.7% | $6,759+83.8% | $4,348+185.7% |
| Admin fee / account holder | $24 | $1,790-98.7% | $12,729-99.8% | $1,944-98.8% |