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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC9+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 · EIN 26-2789513 | Advisory (Plan) | $26,061 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,873 | $53,204-55.1% | $155,556-84.7% | $200,096-88.1% |
| Participation rate | 6.7% | 64.1%-57.4pp | 78.2%-71.5pp | 72.0%-65.3pp |
| Annual return | 24.02% | 41.02%-17.0pp | 64.84%-40.8pp | 34.26%-10.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $113 | $3,163-96.4% | $5,631-98.0% | $5,090-97.8% |
| Admin fee / account holder | $240 | $186+29.3% | $15,885-98.5% | $269-10.8% |