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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,812 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 11 · EIN 84-4519624 | Actuarial | $47,824 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 11 · EIN 38-1357951 | Actuarial | $9,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,505 | $79,171+35.8% | $102,423+5.0% | $74,495+44.3% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 11.69% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,973 | $2,362+25.9% | $3,023-1.7% | $2,623+13.4% |
| Participant deferral / active EE | $7,394 | $4,415+67.5% | $5,053+46.3% | $4,346+70.2% |
| Admin fee / account holder | $324 | $2,001-83.8% | $9,451-96.6% | $1,942-83.3% |