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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 51 920 CASSATT RD, STE 205 · BERWYN, PA 19312 | Investment Mgmt Fees | $49,800 |
HOMRICH BERG2 years Service code 51 3550 LENOX RD, NE 2700 · ATLANTA, GA 30326 | Investment Mgmt Fees | $26,100 |
Filed as: STEWARD PARNERS INV SOLUTIONS, LLC Service code 51 1776 I ST. NW STE 700 · WASHINGTON, DC 20006 | Investment Mgmt Fees | $19,486 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,814 | $76,669+34.1% | $96,520+6.5% | $71,495+43.8% |
| Participation rate | 99.4% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 12.96% | 48.29%-35.3pp | 35.72%-22.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $3,226 | $3,031+6.4% | $3,739-13.7% | $2,589+24.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $561 | $2,028-72.3% | $6,733-91.7% | $1,588-64.7% |