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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Participant loan ... | $20,704 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 26 · EIN 83-3455979 5440 W 110TH STREET · OVERLAND, KS 66211 | Advisory (Participants) | $7,511 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,020 | $27,639+62.9% | $61,501-26.8% | $68,490-34.3% |
| Participation rate | 42.4% | 39.5%+2.8pp | 52.6%-10.2pp | 67.9%-25.5pp |
| Annual return | -12.67% | -13.19%+0.5pp | 339.04%-351.7pp | -7.85%-4.8pp |
| Employer contribution / active EE | $85 | $696-87.8% | $1,160-92.7% | $2,597-96.7% |
| Participant deferral / active EE | $1,698 | $1,264+34.4% | $2,125-20.1% | $4,028-57.8% |
| Admin fee / account holder | $576 | $2,012-71.4% | $2,132-73.0% | $5,403-89.3% |