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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $70,476 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 7300 COLLEGE BOULEVARD, SUITE 400 · OVERLAND PARK, KS 66210 | Plan Administrator | $29,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,927 | $64,612-33.6% | $86,438-50.3% | $64,819-33.8% |
| Participation rate | 72.7% | 81.5%-8.8pp | 80.3%-7.7pp | 71.5%+1.2pp |
| Annual return | -11.92% | 0.66%-12.6pp | 4397.19%-4409.1pp | 32.84%-44.8pp |
| Employer contribution / active EE | $1,754 | $2,744-36.1% | $3,769-53.5% | $2,507-30.0% |
| Participant deferral / active EE | $5,417 | $7,497-27.7% | $6,952-22.1% | $4,311+25.7% |
| Admin fee / account holder | $292 | $169+72.5% | $6,733-95.7% | $188+55.2% |