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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 | $101,591-30.8% | $147,096-52.2% | $74,429-5.5% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 59.67% | 8746.45%-8686.8pp | 419.75%-360.1pp | 1368.38%-1308.7pp |
| Employer contribution / active EE | $5,166 | $3,813+35.5% | $4,936+4.7% | $2,625+96.8% |
| Participant deferral / active EE | $10,922 | $7,302+49.6% | $8,071+35.3% | $4,348+151.2% |
| Admin fee / account holder | $327 | $1,750-81.3% | $13,005-97.5% | $1,944-83.2% |