Filed April 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC8 years Filed as: CREATIVE PLANNING, INC Service code 26 5440 W 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $95,574 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS,LLC Service code 15 7300 COLLEGE BLVD., SUITE 400 · OVERLAND PARK, KS 66210 | Recordkeeping | $44,041 |
SFW PARTNERS, LLC10+ years Service code 10 1610 DES PERES ROAD, SUITE 300 · ST. LOUIS, MO 63131 | Accounting | $28,000 |
MATRIX TRUST COMPANY3 years Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $5,246 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,761 | $89,436-44.4% | $164,813-69.8% | $77,643-35.9% |
| Participation rate | 78.3% | 78.6%-0.4pp | 78.6%-0.3pp | 70.6%+7.7pp |
| Annual return | 9.68% | 28.83%-19.1pp | 69.93%-60.3pp | 31.24%-21.6pp |
| Employer contribution / active EE | $3,148 | $2,569+22.5% | $4,341-27.5% | $2,726+15.5% |
| Participant deferral / active EE | $3,746 | $4,897-23.5% | $6,031-37.9% | $4,647-19.4% |
| Admin fee / account holder | $492 | $339+44.8% | $12,690-96.1% | $430+14.2% |