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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,478 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $24,481 |
KIRBY FOODS, INC.4 years Service code 13 · EIN 37-0756504 | Contract Administrator | $10,800 |
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.
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 | $40,623 | $54,245-25.1% | $93,727-56.7% | $77,762-47.8% |
| Participation rate | 30.2% | 63.9%-33.8pp | 68.7%-38.6pp | 70.6%-40.4pp |
| Annual return | 20.28% | 30.58%-10.3pp | 133.83%-113.6pp | 31.27%-11.0pp |
| Employer contribution / active EE | $138 | $1,168-88.2% | $2,421-94.3% | $2,728-94.9% |
| Participant deferral / active EE | $535 | $3,144-83.0% | $4,417-87.9% | $4,651-88.5% |
| Admin fee / account holder | $439 | $575-23.7% | $8,292-94.7% | $433+1.4% |