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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $92,965 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $27,088 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,947 | $101,591+48.6% | $147,096+2.6% | $74,429+102.8% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 11.72% | 8746.45%-8734.7pp | 419.75%-408.0pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $11,732 | $3,813+207.7% | $4,936+137.7% | $2,625+347.0% |
| Participant deferral / active EE | $9,920 | $7,302+35.8% | $8,071+22.9% | $4,348+128.1% |
| Admin fee / account holder | $960 | $1,750-45.1% | $13,005-92.6% | $1,944-50.6% |