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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $28,432 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2073969 | Contract Administrator | $28,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,427 | $89,465-12.3% | $164,866-52.4% | $77,671+1.0% |
| Participation rate | 48.3% | 78.6%-30.3pp | 78.6%-30.3pp | 70.6%-22.3pp |
| Annual return | 15.80% | 28.81%-13.0pp | 69.97%-54.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,559 | $2,568-39.3% | $4,343-64.1% | $2,726-42.8% |
| Participant deferral / active EE | $4,735 | $4,897-3.3% | $6,033-21.5% | $4,648+1.9% |
| Admin fee / account holder | $319 | $340-5.9% | $12,689-97.5% | $430-25.8% |