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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD. SUITE 220 · LEAWOOD, KS 66211 | Advisory (Plan) | $60,567 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,980 | $155,795-60.2% | $136,298-54.5% | $69,631-11.0% |
| Participation rate | 60.8% | 75.2%-14.5pp | 81.9%-21.1pp | 70.7%-9.9pp |
| Annual return | 19.93% | 232464.33%-232444.4pp | 5156.27%-5136.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $2,031 | $2,991-32.1% | $4,696-56.8% | $2,032-0.1% |
| Participant deferral / active EE | $5,781 | $5,394+7.2% | $6,247-7.5% | $3,224+79.3% |
| Admin fee / account holder | $375 | $128+192.7% | $9,244-95.9% | $110+239.9% |