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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-3801104 | Advisory (Plan) | $12,719 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $4,964 |
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.)
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 | $36,178 | $57,921-37.5% | $84,753-57.3% | $57,658-37.3% |
| Participation rate | 6.4% | 72.9%-66.5pp | 76.6%-70.2pp | 70.2%-63.8pp |
| Annual return | -2.92% | 10.24%-13.2pp | 22.78%-25.7pp | 5.13%-8.1pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $173 | $2,742-93.7% | $3,712-95.3% | $3,061-94.4% |
| Admin fee / account holder | $361 | $130+178.3% | $5,333-93.2% | $95+281.7% |