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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $56,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,383 |
CLIFTONLARSONALLEN LLP1 year Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $11,025 |
AMERICAN FUNDS1 year Filed as: ADVANCED CORE CONCEPTS LLC DBA ARCT Service code 99 2601 MISSION POINT BLVD STE 300 · BEAVERCREEK, OH 45431 | Other Fees | $3,938 |
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 | $114,321 | $91,474+25.0% | $135,982-15.9% | $71,529+59.8% |
| Participation rate | 85.8% | 75.7%+10.1pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 13.22% | 29.89%-16.7pp | 68.32%-55.1pp | 28.97%-15.7pp |
| Employer contribution / active EE | $4,253 | $3,705+14.8% | $4,859-12.5% | $2,590+64.2% |
| Participant deferral / active EE | $10,611 | $7,095+49.6% | $7,760+36.7% | $4,291+147.3% |
| Admin fee / account holder | $406 | $1,267-67.9% | $10,767-96.2% | $1,588-74.4% |