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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-3801104 | Advisory (Plan) | $14,464 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,943 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,569 | $78,275-29.0% | $109,163-49.1% | $86,813-36.0% |
| Participation rate | 3.2% | 73.8%-70.7pp | 75.9%-72.7pp | 72.3%-69.1pp |
| Annual return | 28.85% | 19.14%+9.7pp | 25.75%+3.1pp | 97.93%-69.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $166 | $3,641-95.4% | $4,654-96.4% | $4,131-96.0% |
| Admin fee / account holder | $422 | $198+112.6% | $6,754-93.8% | $170+148.8% |