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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC10+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 5400 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $249,424 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $95,849 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $16,666 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,181 | $110,258-53.6% | $102,460-50.0% | $200,096-74.4% |
| Participation rate | 92.7% | 86.3%+6.4pp | 76.5%+16.2pp | 72.0%+20.7pp |
| Annual return | 15.26% | 35.78%-20.5pp | 29.47%-14.2pp | 34.26%-19.0pp |
| Employer contribution / active EE | $2,663 | $3,605-26.1% | $3,025-12.0% | $3,038-12.3% |
| Participant deferral / active EE | $5,628 | $6,377-11.8% | $5,056+11.3% | $5,090+10.6% |
| Admin fee / account holder | $308 | $122+151.9% | $9,460-96.7% | $269+14.4% |