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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,428 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $50,360 |
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.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,999 | $101,539-53.7% | $147,041-68.0% | $74,400-36.8% |
| Participation rate | 68.7% | 75.5%-6.9pp | 82.2%-13.5pp | 67.2%+1.5pp |
| Annual return | 12.53% | 8740.84%-8728.3pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $3,754 | $3,811-1.5% | $4,935-23.9% | $2,624+43.0% |
| Participant deferral / active EE | $9,381 | $7,304+28.4% | $8,071+16.2% | $4,348+115.7% |
| Admin fee / account holder | $340 | $1,749-80.6% | $13,006-97.4% | $1,944-82.5% |