Filed February 10, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $355,339 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $252,940 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $72,731 | $129,756-43.9% | $170,055-57.2% | $103,657-29.8% |
| Participation rate | 78.7% | 91.3%-12.5pp | 87.0%-8.3pp | 73.4%+5.3pp |
| Annual return | 55.82% | 20.17%+35.6pp | 53.43%+2.4pp | 33.13%+22.7pp |
| Employer contribution / active EE | $1,138 | $5,236-78.3% | $6,790-83.2% | $3,216-64.6% |
| Participant deferral / active EE | $5,411 | $8,283-34.7% | $10,410-48.0% | $5,218+3.7% |
| Admin fee / account holder | $119 | $73+63.9% | $12,828-99.1% | $114+4.6% |