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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-3801104 | Advisory (Plan) | $12,277 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $5,666 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,428 | $60,545-34.9% | $92,233-57.3% | $69,631-43.4% |
| Participation rate | 5.3% | 72.2%-66.9pp | 76.5%-71.2pp | 70.7%-65.4pp |
| Annual return | 10.48% | 19.71%-9.2pp | 176.28%-165.8pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $125 | $2,828-95.6% | $3,897-96.8% | $3,224-96.1% |
| Admin fee / account holder | $359 | $145+147.9% | $5,194-93.1% | $110+224.9% |