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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 37 · EIN 27-2037969 | Loan Processing | $19,564 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,793 |
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.)
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 | $132,733 | $71,523+85.6% | $98,461+34.8% | $71,511+85.6% |
| Participation rate | 68.5% | 72.7%-4.2pp | 75.2%-6.7pp | 67.9%+0.6pp |
| Annual return | 16.82% | 32.43%-15.6pp | 21.17%-4.4pp | 28.86%-12.0pp |
| Employer contribution / active EE | $4,832 | $2,399+101.4% | $3,049+58.5% | $2,589+86.6% |
| Participant deferral / active EE | $7,666 | $4,109+86.6% | $4,738+61.8% | $4,291+78.7% |
| Admin fee / account holder | $370 | $1,676-77.9% | $8,961-95.9% | $1,588-76.7% |