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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC10+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $276,450 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $192,319 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY, LLC Service code 21 · EIN 27-4411131 | Bank Trustee | $28,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,138 | $122,128-61.4% | $147,117-68.0% | $200,096-76.4% |
| Participation rate | 67.4% | 78.2%-10.7pp | 82.2%-14.7pp | 72.0%-4.6pp |
| Annual return | 11.09% | 30.58%-19.5pp | 420.54%-409.5pp | 34.26%-23.2pp |
| Employer contribution / active EE | $2,407 | $4,093-41.2% | $4,932-51.2% | $3,038-20.7% |
| Participant deferral / active EE | $7,727 | $8,484-8.9% | $8,065-4.2% | $5,090+51.8% |
| Admin fee / account holder | $224 | $180+24.8% | $12,993-98.3% | $269-16.8% |