Filed September 10, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC Service code 27 · EIN 43-1270780 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $52,163 |
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINE, IA 50392 | Contract Administrator | $38,708 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR., SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $11,007 |
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 | $95,097 | $79,223+20.0% | $102,460-7.2% | $74,478+27.7% |
| Participation rate | 91.9% | 74.8%+17.2pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 24.65% | 54.98%-30.3pp | 29.47%-4.8pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $949 | $2,363-59.9% | $3,025-68.6% | $2,626-63.9% |
| Participant deferral / active EE | $5,748 | $4,417+30.1% | $5,056+13.7% | $4,350+32.1% |
| Admin fee / account holder | $375 | $2,003-81.3% | $9,460-96.0% | $1,946-80.7% |