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| Provider | Service type | Compensation |
|---|---|---|
COHEN & COMPANY8 years Filed as: COHEN AND CO Service code 99 · EIN 34-1912961 | Other Fees | $15,600 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 99 · EIN 84-4519624 | Other Fees | $14,656 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $4,390 |
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.
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 | $60,004 | $101,653-41.0% | $147,080-59.2% | $74,459-19.4% |
| Participation rate | 71.2% | 75.6%-4.4pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 11.11% | 8754.98%-8743.9pp | 420.17%-409.1pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $2,740 | $3,813-28.1% | $4,933-44.5% | $2,626+4.4% |
| Participant deferral / active EE | $3,175 | $7,304-56.5% | $8,066-60.6% | $4,350-27.0% |
| Admin fee / account holder | $827 | $1,752-52.8% | $12,989-93.6% | $1,945-57.5% |