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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 | $106,247-75.7% | $147,096-82.4% | $77,714-66.8% |
| Participation rate | 37.5% | 78.4%-40.8pp | 82.2%-44.6pp | 70.6%-33.0pp |
| Annual return | 24.66% | 56.87%-32.2pp | 419.75%-395.1pp | 31.26%-6.6pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,036 | $7,996-74.5% | $8,071-74.8% | $4,649-56.2% |
| Admin fee / account holder | $86 | $338-74.4% | $13,005-99.3% | $433-80.0% |