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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,088 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $60,507 |
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 | $90,784 | $40,435+124.5% | $80,627+12.6% | $74,460+21.9% |
| Participation rate | 54.0% | 47.4%+6.6pp | 67.0%-13.1pp | 70.7%-16.8pp |
| Annual return | 44.46% | 165.19%-120.7pp | 936.76%-892.3pp | 34.38%+10.1pp |
| Employer contribution / active EE | $675 | $1,498-54.9% | $2,723-75.2% | $2,638-74.4% |
| Participant deferral / active EE | $4,820 | $2,673+80.4% | $4,443+8.5% | $4,530+6.4% |
| Admin fee / account holder | $305 | $721-57.7% | $5,381-94.3% | $348-12.3% |