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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $9,074 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,659 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,316 | $101,672-30.8% | $147,117-52.2% | $74,478-5.6% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 59.67% | 8757.83%-8698.2pp | 420.54%-360.9pp | 1370.56%-1310.9pp |
| Employer contribution / active EE | $5,166 | $3,813+35.5% | $4,932+4.7% | $2,626+96.7% |
| Participant deferral / active EE | $10,922 | $7,305+49.5% | $8,065+35.4% | $4,350+151.1% |
| Admin fee / account holder | $327 | $1,753-81.3% | $12,993-97.5% | $1,946-83.2% |