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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-0783935 | Contract Administrator | $13,731 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE FINANCIAL GROUP Service code 22 16 CAMPUS BLVD SUITE 200 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $11,569 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping fees... | $10,418 |
NEWSQUARE CAPITAL, LLC4 years Service code 22 16 CAMPUS BLVD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $7,231 |
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 | $26,042 | $59,467-56.2% | $93,727-72.2% | $74,478-65.0% |
| Participation rate | 64.9% | 59.6%+5.3pp | 68.7%-3.8pp | 67.2%-2.3pp |
| Annual return | 11.86% | 82.14%-70.3pp | 133.83%-122.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $662 | $1,267-47.7% | $2,421-72.6% | $2,626-74.8% |
| Participant deferral / active EE | $2,308 | $3,052-24.4% | $4,417-47.8% | $4,350-46.9% |
| Admin fee / account holder | $392 | $3,028-87.0% | $8,292-95.3% | $1,946-79.8% |