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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 20-3801104 | Advisory (Plan) | $72,643 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,780 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,781 | $103,641-3.7% | $107,525-7.2% | $102,872-3.0% |
| Participation rate | 7.9% | 79.4%-71.5pp | 75.1%-67.2pp | 73.0%-65.1pp |
| Annual return | 9.64% | 13.08%-3.4pp | 181.32%-171.7pp | 19.06%-9.4pp |
| Employer contribution / active EE | $0 | $5,096-100.0% | $3,754-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $447 | $3,789-88.2% | $5,116-91.3% | $5,535-91.9% |
| Admin fee / account holder | $794 | $276+187.6% | $8,919-91.1% | $292+171.8% |