Filed October 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $77,618 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $52,670 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $16,793 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,129 | $50,902+139.9% | $155,534-21.5% | $77,736+57.1% |
| Participation rate | 74.2% | 63.1%+11.1pp | 78.2%-4.1pp | 70.6%+3.6pp |
| Annual return | 11.01% | 34.85%-23.8pp | 64.92%-53.9pp | 31.26%-20.3pp |
| Employer contribution / active EE | $2,073 | $1,991+4.1% | $4,675-55.6% | $2,728-24.0% |
| Participant deferral / active EE | $4,263 | $2,824+50.9% | $5,630-24.3% | $4,651-8.3% |
| Admin fee / account holder | $308 | $437-29.4% | $15,900-98.1% | $433-28.8% |