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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,975 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $56,723 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,393 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,162 | $62,409+315.3% | $120,574+114.9% | $74,459+248.1% |
| Participation rate | 83.6% | 56.8%+26.8pp | 71.9%+11.6pp | 67.2%+16.3pp |
| Annual return | 8.68% | 18.62%-9.9pp | 107.42%-98.7pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $11,206 | $1,847+506.9% | $3,471+222.9% | $2,626+326.8% |
| Participant deferral / active EE | $7,452 | $2,888+158.0% | $4,996+49.2% | $4,350+71.3% |
| Admin fee / account holder | $589 | $2,394-75.4% | $9,445-93.8% | $1,945-69.7% |