Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $12,331 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,122 | $59,220-18.7% | $96,570-50.2% | $79,391-39.4% |
| Participation rate | 28.7% | 61.9%-33.2pp | 69.8%-41.1pp | 70.7%-42.0pp |
| Annual return | 12.35% | 27.08%-14.7pp | 37.79%-25.4pp | 116.88%-104.5pp |
| Employer contribution / active EE | $342 | $1,216-71.9% | $2,357-85.5% | $2,428-85.9% |
| Participant deferral / active EE | $924 | $2,948-68.7% | $3,849-76.0% | $4,046-77.2% |
| Admin fee / account holder | $192 | $659-70.8% | $6,182-96.9% | $627-69.3% |