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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICE LLC Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $13,594 |
CREATIVE PLANNING LLC6 years Filed as: CREATIVE FINANCIAL GROUP Service code 22 16 CAMPUS BLVD., SUITE 200 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $12,189 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $11,299 |
NEWSQUARE CAPITAL, LLC5 years Service code 22 16 CAMPUS BLVD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $7,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,471 | $65,246-48.7% | $98,716-66.1% | $67,986-50.8% |
| Participation rate | 61.5% | 51.4%+10.1pp | 69.3%-7.8pp | 57.2%+4.3pp |
| Annual return | 15.83% | 20.58%-4.7pp | 31.81%-16.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $638 | $1,042-38.8% | $2,279-72.0% | $2,019-68.4% |
| Participant deferral / active EE | $2,369 | $2,594-8.7% | $4,048-41.5% | $3,358-29.5% |
| Admin fee / account holder | $418 | $4,561-90.8% | $8,703-95.2% | $3,203-87.0% |