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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,781 | $105,028-5.0% | $107,187-6.9% | $100,573-0.8% |
| Participation rate | 7.9% | 81.2%-73.3pp | 75.0%-67.1pp | 70.9%-63.0pp |
| Annual return | 9.64% | 10.61%-1.0pp | 204.55%-194.9pp | 18.89%-9.3pp |
| Employer contribution / active EE | $0 | $5,641-100.0% | $3,782-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $447 | $2,685-83.4% | $5,096-91.2% | $4,921-90.9% |
| Admin fee / account holder | $794 | $355+123.8% | $9,162-91.3% | $454+74.9% |