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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING LLC. Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $15,000 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $15,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,884 | $84,493-44.5% | $125,381-62.6% | $66,938-30.0% |
| Participation rate | 40.6% | 76.4%-35.8pp | 82.4%-41.8pp | 69.8%-29.2pp |
| Annual return | -14.62% | -8.49%-6.1pp | 572.31%-586.9pp | 1.58%-16.2pp |
| Employer contribution / active EE | $4,040 | $3,554+13.7% | $4,815-16.1% | $2,545+58.7% |
| Participant deferral / active EE | $8,126 | $6,783+19.8% | $7,448+9.1% | $4,238+91.7% |
| Admin fee / account holder | $191 | $685-72.1% | $10,007-98.1% | $594-67.8% |