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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $29,788 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,834 | $106,264-75.7% | $147,117-82.4% | $77,762-66.8% |
| Participation rate | 37.5% | 78.4%-40.9pp | 82.2%-44.7pp | 70.6%-33.1pp |
| Annual return | 24.66% | 56.94%-32.3pp | 420.54%-395.9pp | 31.27%-6.6pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,036 | $8,003-74.6% | $8,065-74.8% | $4,651-56.2% |
| Admin fee / account holder | $86 | $334-74.1% | $12,993-99.3% | $433-80.0% |