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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 · EIN 26-2789513 | Advisory (Plan) | $29,377 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-4411131 | Recordkeeping | $23,267 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,899 | $45,000-62.4% | $143,757-88.2% | $77,904-78.3% |
| Participation rate | 6.7% | 66.8%-60.1pp | 80.3%-73.6pp | 73.7%-67.0pp |
| Annual return | -14.88% | 29.03%-43.9pp | -0.04%-14.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $104 | $3,157-96.7% | $5,637-98.1% | $4,806-97.8% |
| Admin fee / account holder | $232 | $98+135.6% | $14,673-98.4% | $133+75.0% |