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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $38,161 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Claims processing; Direct payment fro... | $17,274 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,651 | $79,223+0.5% | $102,460-22.3% | $74,478+6.9% |
| Participation rate | 58.8% | 74.8%-15.9pp | 76.5%-17.7pp | 67.2%-8.4pp |
| Annual return | 9.62% | 54.98%-45.4pp | 29.47%-19.9pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $1,487 | $2,363-37.1% | $3,025-50.9% | $2,626-43.4% |
| Participant deferral / active EE | $4,865 | $4,417+10.1% | $5,056-3.8% | $4,350+11.8% |
| Admin fee / account holder | $447 | $2,003-77.7% | $9,460-95.3% | $1,946-77.0% |