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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD., SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,990 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $5,863 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $5,056 |
Filed as: GREAT-WEST LIFE & ANNUUITY INSURANC Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,665 | $61,214-40.1% | $83,327-56.0% | $56,289-34.9% |
| Participation rate | 57.7% | 72.6%-14.8pp | 77.8%-20.0pp | 69.9%-12.1pp |
| Annual return | 3.56% | 0.42%+3.1pp | 10.64%-7.1pp | -9.96%+13.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,541 | $5,091-30.5% | $5,565-36.4% | $3,350+5.7% |
| Admin fee / account holder | $75 | $512-85.3% | $7,540-99.0% | $521-85.5% |