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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,208 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,551 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $279,010 | $101,591+174.6% | $147,096+89.7% | $74,429+274.9% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.4pp | 67.2%+29.4pp |
| Annual return | 12.54% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $6,979 | $3,813+83.1% | $4,936+41.4% | $2,625+165.9% |
| Participant deferral / active EE | $14,255 | $7,302+95.2% | $8,071+76.6% | $4,348+227.8% |
| Admin fee / account holder | $658 | $1,750-62.4% | $13,005-94.9% | $1,944-66.2% |