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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $18,949 |
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $16,945 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,618 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,396 | $82,979-36.9% | $102,412-48.8% | $77,736-32.6% |
| Participation rate | 93.1% | 71.5%+21.6pp | 74.5%+18.6pp | 70.6%+22.5pp |
| Annual return | 14.67% | 19.11%-4.4pp | 24.94%-10.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $317 | $3,554-91.1% | $3,870-91.8% | $2,728-88.4% |
| Participant deferral / active EE | $5,993 | $4,109+45.9% | $5,060+18.4% | $4,651+28.9% |
| Admin fee / account holder | $371 | $639-42.0% | $8,388-95.6% | $433-14.5% |