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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $12,445 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $12,069 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE FINANCIAL GROUP Service code 22 16 CAMPUS BLVD SUITE 200 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $9,326 |
NEWSQUARE CAPITAL, LLC3 years Service code 22 16 CAMPUS BLVD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $5,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $24,048 | $54,717-56.1% | $86,209-72.1% | $71,495-66.4% |
| Participation rate | 66.0% | 60.1%+5.9pp | 69.0%-3.0pp | 67.9%-1.9pp |
| Annual return | 16.21% | 20.07%-3.9pp | 1169.05%-1152.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $170 | $1,267-86.6% | $2,381-92.9% | $2,589-93.4% |
| Participant deferral / active EE | $2,500 | $3,110-19.6% | $3,986-37.3% | $4,291-41.7% |
| Admin fee / account holder | $370 | $1,922-80.7% | $6,853-94.6% | $1,588-76.7% |