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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% | $165,071-52.5% | $77,736+0.9% |
| Participation rate | 48.3% | 78.6%-30.4pp | 78.6%-30.3pp | 70.6%-22.3pp |
| Annual return | 15.80% | 28.86%-13.1pp | 70.17%-54.4pp | 31.26%-15.5pp |
| Employer contribution / active EE | $1,559 | $2,565-39.2% | $4,347-64.1% | $2,728-42.8% |
| Participant deferral / active EE | $4,735 | $4,904-3.5% | $6,035-21.5% | $4,651+1.8% |
| Admin fee / account holder | $319 | $340-6.0% | $12,695-97.5% | $433-26.3% |