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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $19,032 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping | $9,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,001 | $86,341-34.0% | $125,195-54.5% | $65,186-12.6% |
| Participation rate | 37.2% | 75.3%-38.1pp | 79.8%-42.5pp | 70.2%-33.0pp |
| Annual return | 17.60% | 27.44%-9.8pp | 43.79%-26.2pp | 29.39%-11.8pp |
| Employer contribution / active EE | $1,206 | $2,040-40.9% | $3,866-68.8% | $2,177-44.6% |
| Participant deferral / active EE | $2,281 | $3,538-35.5% | $4,937-53.8% | $3,514-35.1% |
| Admin fee / account holder | $361 | $609-40.8% | $9,704-96.3% | $847-57.4% |