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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $40,523 |
AT RETIREMENT SERVICE, LLC3 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $36,090 |
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.)
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 | $76,653 | $60,393+26.9% | $81,820-6.3% | $74,429+3.0% |
| Participation rate | 67.8% | 62.9%+4.9pp | 72.4%-4.5pp | 67.2%+0.6pp |
| Annual return | 11.15% | 16.89%-5.7pp | 777.93%-766.8pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,290 | $2,626-50.9% | $2,915-55.8% | $2,625-50.9% |
| Participant deferral / active EE | $4,004 | $3,397+17.9% | $4,323-7.4% | $4,348-7.9% |
| Admin fee / account holder | $379 | $1,491-74.6% | $7,391-94.9% | $1,944-80.5% |