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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $34,108 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,291 |
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 | $81,678 | $101,591-19.6% | $147,096-44.5% | $74,429+9.7% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.2%-44.3pp | 67.2%-29.4pp |
| Annual return | 14.88% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $967 | $3,813-74.6% | $4,936-80.4% | $2,625-63.2% |
| Participant deferral / active EE | $3,915 | $7,302-46.4% | $8,071-51.5% | $4,348-10.0% |
| Admin fee / account holder | $543 | $1,750-69.0% | $13,005-95.8% | $1,944-72.1% |