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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,552 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,610 | $101,672-40.4% | $147,117-58.8% | $74,478-18.6% |
| Participation rate | 60.4% | 75.5%-15.2pp | 82.2%-21.8pp | 67.2%-6.8pp |
| Annual return | 13.88% | 8757.83%-8743.9pp | 420.54%-406.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,272 | $3,813-40.4% | $4,932-53.9% | $2,626-13.5% |
| Participant deferral / active EE | $7,142 | $7,305-2.2% | $8,065-11.4% | $4,350+64.2% |
| Admin fee / account holder | $156 | $1,753-91.1% | $12,993-98.8% | $1,946-92.0% |