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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING, INC. Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $29,992 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $25,471 |
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).
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 | $20,621 | $42,582-51.6% | $171,082-87.9% | $57,658-64.2% |
| Participation rate | 23.8% | 63.9%-40.1pp | 76.7%-52.9pp | 70.2%-46.4pp |
| Annual return | 7.83% | 308.67%-300.8pp | 32.56%-24.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $558 | $2,933-81.0% | $4,797-88.4% | $3,061-81.8% |
| Admin fee / account holder | $160 | $82+94.7% | $8,520-98.1% | $95+69.6% |