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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $28,544 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $7,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,765 | $65,361-20.8% | $92,903-44.3% | $72,983-29.1% |
| Participation rate | 82.6% | 68.3%+14.3pp | 76.0%+6.6pp | 69.5%+13.1pp |
| Annual return | 23.40% | 42.11%-18.7pp | 109.43%-86.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,138 | $2,594-56.1% | $3,653-68.8% | $2,440-53.3% |
| Participant deferral / active EE | $5,448 | $3,128+74.2% | $4,238+28.6% | $3,608+51.0% |
| Admin fee / account holder | $455 | $4,251-89.3% | $5,795-92.1% | $5,124-91.1% |