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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 20-3801104 | Advisory (Plan) | $82,218 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $30,322 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,899 | $52,884+9.5% | $84,753-31.7% | $55,167+5.0% |
| Participation rate | 74.7% | 67.5%+7.2pp | 76.6%-1.9pp | 69.0%+5.7pp |
| Annual return | -3.39% | 18.03%-21.4pp | 22.78%-26.2pp | 169.23%-172.6pp |
| Employer contribution / active EE | $1,003 | $2,233-55.1% | $3,574-71.9% | $1,963-48.9% |
| Participant deferral / active EE | $3,383 | $2,644+28.0% | $3,712-8.9% | $3,054+10.8% |
| Admin fee / account holder | $528 | $581-9.0% | $5,333-90.1% | $504+4.9% |