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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $40,343 |
Service code 15 · EIN 20-8874282 | Recordkeeping | $14,356 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,390 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,399 | $58,320+180.2% | $86,438+89.0% | $66,938+144.1% |
| Participation rate | 86.2% | 78.6%+7.6pp | 80.3%+5.9pp | 69.8%+16.4pp |
| Annual return | -20.66% | -9.71%-11.0pp | 4397.19%-4417.9pp | 1.58%-22.2pp |
| Employer contribution / active EE | $7,772 | $2,615+197.2% | $3,769+106.2% | $2,545+205.4% |
| Participant deferral / active EE | $15,992 | $6,899+131.8% | $6,952+130.0% | $4,238+277.3% |
| Admin fee / account holder | $435 | $546-20.3% | $6,733-93.5% | $594-26.7% |