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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $57,574 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 17 4725 PIEDMONT ROW DRIVE · CHARLOTTE, NC 28210 | Pension Consulting | $45,057 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $11,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,547 | $72,303-35.6% | $86,691-46.3% | $64,814-28.2% |
| Participation rate | 44.3% | 80.4%-36.1pp | 76.6%-32.3pp | 71.5%-27.2pp |
| Annual return | -3.53% | 392.77%-396.3pp | 35.94%-39.5pp | 32.84%-36.4pp |
| Employer contribution / active EE | $296 | $2,393-87.6% | $2,837-89.6% | $2,507-88.2% |
| Participant deferral / active EE | $2,737 | $4,660-41.3% | $4,656-41.2% | $4,310-36.5% |
| Admin fee / account holder | $223 | $174+28.0% | $7,492-97.0% | $188+18.6% |