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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $170,839 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $42,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,275 | $241,850-86.7% | $102,437-68.5% | $200,096-83.9% |
| Participation rate | 41.2% | 78.3%-37.2pp | 74.5%-33.3pp | 72.0%-30.8pp |
| Annual return | 16.25% | 17.67%-1.4pp | 24.95%-8.7pp | 34.26%-18.0pp |
| Employer contribution / active EE | $824 | $4,253-80.6% | $3,871-78.7% | $3,038-72.9% |
| Participant deferral / active EE | $2,245 | $3,961-43.3% | $5,060-55.6% | $5,090-55.9% |
| Admin fee / account holder | $274 | $288-4.9% | $8,388-96.7% | $269+1.7% |