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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $46,625 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,871 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $14,112 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $151,155 | $36,806+310.7% | $69,647+117.0% | $77,643+94.7% |
| Participation rate | 58.0% | 64.4%-6.4pp | 66.5%-8.5pp | 70.6%-12.6pp |
| Annual return | 15.01% | 38.81%-23.8pp | 100.48%-85.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,874 | $1,257+49.1% | $1,712+9.4% | $2,726-31.2% |
| Participant deferral / active EE | $5,910 | $2,738+115.8% | $2,886+104.8% | $4,647+27.2% |
| Admin fee / account holder | $137 | $507-73.0% | $4,713-97.1% | $430-68.2% |