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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-3801104 | Advisory (Plan) | $13,680 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,732 | $56,443-36.7% | $83,831-57.4% | $55,725-35.9% |
| Participation rate | 4.4% | 72.0%-67.6pp | 76.1%-71.8pp | 70.9%-66.5pp |
| Annual return | 5.27% | 393.67%-388.4pp | 850.99%-845.7pp | 244.93%-239.7pp |
| Employer contribution / active EE | $150 | $2,682-94.4% | $3,631-95.9% | $2,078-92.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $458 | $156+193.1% | $5,479-91.6% | $115+297.5% |