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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 26 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $65,546 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,946 |
ACORD COX AND COMPANY2+ years Filed as: ACORD COX & SCOTT, LLC Service code 10 · EIN 48-1138584 | Accounting | $9,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,366 | $88,137+34.3% | $164,975-28.3% | $74,429+59.0% |
| Participation rate | 81.5% | 73.1%+8.4pp | 78.6%+2.9pp | 67.2%+14.3pp |
| Annual return | 11.35% | 17.13%-5.8pp | 70.12%-58.8pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,058 | $4,501-9.8% | $6,033-32.7% | $4,348-6.7% |
| Admin fee / account holder | $644 | $2,231-71.1% | $12,688-94.9% | $1,944-66.9% |