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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,797 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,860 | $122,239-42.8% | $184,203-62.1% | $74,495-6.2% |
| Participation rate | 64.7% | 85.5%-20.8pp | 86.8%-22.1pp | 67.2%-2.5pp |
| Annual return | 11.59% | 19.95%-8.4pp | 28.81%-17.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,663 | $4,537-63.4% | $6,427-74.1% | $2,623-36.6% |
| Participant deferral / active EE | $5,651 | $7,139-20.8% | $9,131-38.1% | $4,346+30.0% |
| Admin fee / account holder | $440 | $1,260-65.0% | $13,901-96.8% | $1,942-77.3% |