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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $76,778 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $82,150 | $62,166+32.1% | $81,286+1.1% | $74,429+10.4% |
| Participation rate | 71.8% | 64.1%+7.7pp | 69.5%+2.2pp | 67.2%+4.5pp |
| Annual return | 10.99% | 16.50%-5.5pp | 24.80%-13.8pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $3,157 | $1,881+67.9% | $2,463+28.2% | $2,625+20.3% |
| Participant deferral / active EE | $6,471 | $3,223+100.8% | $3,883+66.6% | $4,348+48.8% |
| Admin fee / account holder | $524 | $1,925-72.8% | $5,764-90.9% | $1,944-73.0% |