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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,818 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $25,966 |
KIRBY FOODS, INC.5 years Service code 10 · EIN 37-0756504 | Accounting | $14,175 |
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.
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 | $41,975 | $56,047-25.1% | $98,716-57.5% | $79,634-47.3% |
| Participation rate | 31.5% | 54.6%-23.1pp | 69.3%-37.8pp | 62.5%-31.0pp |
| Annual return | 17.80% | 17.58%+0.2pp | 31.81%-14.0pp | 36.46%-18.7pp |
| Employer contribution / active EE | $141 | $1,237-88.6% | $2,279-93.8% | $2,529-94.4% |
| Participant deferral / active EE | $560 | $2,469-77.3% | $4,048-86.2% | $3,835-85.4% |
| Admin fee / account holder | $426 | $1,512-71.8% | $8,703-95.1% | $1,002-57.5% |