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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC5+ years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $50,368 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,618 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $7,306 |
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.)
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 | $55,797 | $86,341-35.4% | $125,195-55.4% | $65,186-14.4% |
| Participation rate | 54.9% | 75.3%-20.4pp | 79.8%-24.9pp | 70.2%-15.3pp |
| Annual return | 20.61% | 27.44%-6.8pp | 43.79%-23.2pp | 29.39%-8.8pp |
| Employer contribution / active EE | $2,254 | $2,040+10.5% | $3,866-41.7% | $2,177+3.6% |
| Participant deferral / active EE | $3,803 | $3,538+7.5% | $4,937-23.0% | $3,514+8.2% |
| Admin fee / account holder | $453 | $609-25.6% | $9,704-95.3% | $847-46.5% |