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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $21,374 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping | $10,350 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,735 | $81,494-15.7% | $133,978-48.7% | $73,497-6.5% |
| Participation rate | 37.6% | 76.4%-38.8pp | 79.8%-42.3pp | 70.7%-33.1pp |
| Annual return | 13.53% | 19.40%-5.9pp | 45.10%-31.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,282 | $2,210-42.0% | $3,919-67.3% | $2,270-43.5% |
| Participant deferral / active EE | $2,476 | $3,787-34.6% | $5,047-50.9% | $3,740-33.8% |
| Admin fee / account holder | $404 | $713-43.3% | $8,930-95.5% | $513-21.2% |