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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $66,039 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 7300 COLLEGE BOULEVARD, SUITE 400 · OVERLAND PARK, KS 66210 | Plan Administrator | $22,252 |
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 | $50,426 | $87,125-42.1% | $108,405-53.5% | $86,821-41.9% |
| Participation rate | 75.0% | 80.5%-5.5pp | 80.1%-5.1pp | 72.3%+2.7pp |
| Annual return | 21.87% | 25.21%-3.3pp | 905.55%-883.7pp | 97.94%-76.1pp |
| Employer contribution / active EE | $1,778 | $2,477-28.2% | $3,559-50.0% | $2,406-26.1% |
| Participant deferral / active EE | $5,476 | $6,944-21.1% | $6,563-16.6% | $4,132+32.5% |
| Admin fee / account holder | $343 | $130+163.1% | $7,297-95.3% | $170+102.0% |