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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 | $101,653+174.5% | $147,080+89.7% | $74,459+274.7% |
| Participation rate | 96.6% | 75.6%+21.1pp | 82.2%+14.4pp | 67.2%+29.4pp |
| Annual return | 12.54% | 8754.98%-8742.4pp | 420.17%-407.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $6,979 | $3,813+83.0% | $4,933+41.5% | $2,626+165.8% |
| Participant deferral / active EE | $14,255 | $7,304+95.2% | $8,066+76.7% | $4,350+227.7% |
| Admin fee / account holder | $658 | $1,752-62.4% | $12,989-94.9% | $1,945-66.2% |