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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 20-3801104 | Advisory (Plan) | $86,544 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2027969 | Recordkeeping | $20,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,484 | $55,449+9.1% | $83,831-27.9% | $56,289+7.5% |
| Participation rate | 81.6% | 68.0%+13.6pp | 76.1%+5.5pp | 69.9%+11.8pp |
| Annual return | 10.38% | -1.38%+11.8pp | 850.99%-840.6pp | -9.96%+20.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,943 | $2,935+34.3% | $4,082-3.4% | $3,350+17.7% |
| Admin fee / account holder | $482 | $656-26.5% | $5,479-91.2% | $521-7.5% |