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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 20-3801104 | Advisory (Plan) | $72,643 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,780 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,781 | $98,273+1.5% | $150,734-33.8% | $85,660+16.5% |
| Participation rate | 7.9% | 84.0%-76.1pp | 78.4%-70.5pp | 74.8%-66.9pp |
| Annual return | 9.64% | 7.62%+2.0pp | 600.81%-591.2pp | 19.52%-9.9pp |
| Employer contribution / active EE | $0 | $5,764-100.0% | $4,918-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $447 | $1,439-69.0% | $5,610-92.0% | $3,518-87.3% |
| Admin fee / account holder | $794 | $226+252.0% | $14,905-94.7% | $224+254.6% |