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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 20-3801104 | Advisory (Plan) | $49,590 |
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,672 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,361 | $241,101-63.8% | $103,333-15.5% | $199,593-56.2% |
| Participation rate | 8.7% | 78.3%-69.6pp | 74.5%-65.8pp | 72.0%-63.3pp |
| Annual return | 363.02% | 17.80%+345.2pp | 24.88%+338.1pp | 34.25%+328.8pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $424 | $3,958-89.3% | $5,057-91.6% | $5,087-91.7% |
| Admin fee / account holder | $551 | $288+91.7% | $8,355-93.4% | $269+105.1% |