Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING, INC. Service code 50 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Direct Payment | $41,489 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $23,688 |
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.)
Annual investment return 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 | $34,487 | $42,810-19.4% | $169,452-79.6% | $55,725-38.1% |
| Participation rate | 43.1% | 64.7%-21.6pp | 77.8%-34.7pp | 70.9%-27.8pp |
| Annual return | -7.14% | -3.61%-3.5pp | 1.83%-9.0pp | 244.93%-252.1pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,566 | $3,141-50.2% | $5,277-70.3% | $3,356-53.3% |
| Admin fee / account holder | $307 | $106+188.7% | $9,110-96.6% | $115+166.9% |