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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 · EIN 26-2789513 | Advisory (Plan) | $31,137 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-4411131 | Recordkeeping | $30,274 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,002 | $45,382-71.3% | $154,111-91.6% | $75,289-82.7% |
| Participation rate | 12.3% | 65.9%-53.6pp | 83.0%-70.7pp | 72.4%-60.1pp |
| Annual return | -0.83% | -0.47%-0.4pp | 735.18%-736.0pp | -0.04%-0.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $167 | $2,384-93.0% | $5,081-96.7% | $3,739-95.5% |
| Admin fee / account holder | $165 | $89+84.3% | $13,411-98.8% | $102+60.9% |