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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $43,347 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,690 |
Service code 13 6737 W. WASHINGTON ST · MILWAUKEE, WI 53214 | Contract Administrator | $16,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,055 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,065 | $211,105-77.7% | $178,449-73.6% | $145,978-67.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.07% | 30.19%-23.1pp | 27.09%-20.0pp | 550.52%-543.4pp |
| Employer contribution / active EE | $843 | $4,569-81.5% | $3,951-78.7% | $4,662-81.9% |
| Participant deferral / active EE | $2,713 | $6,959-61.0% | $6,277-56.8% | $6,690-59.4% |
| Admin fee / account holder | $526 | $12,017-95.6% | $10,362-94.9% | $13,400-96.1% |