Filed April 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING, INC Service code 26 5440 W 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $76,297 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS,LLC Service code 15 7300 COLLEGE BLVD., SUITE 400 · OVERLAND PARK, KS 66210 | Recordkeeping | $54,523 |
MATRIX TRUST COMPANY1 year Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $6,434 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,011 | $71,142-35.3% | $119,609-61.5% | $64,808-29.0% |
| Participation rate | 78.3% | 78.6%-0.3pp | 79.3%-0.9pp | 71.5%+6.9pp |
| Annual return | -17.46% | -10.01%-7.5pp | -14.97%-2.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $3,314 | $2,497+32.7% | $4,232-21.7% | $2,506+32.2% |
| Participant deferral / active EE | $3,943 | $4,490-12.2% | $5,602-29.6% | $4,310-8.5% |
| Admin fee / account holder | $475 | $162+192.9% | $10,323-95.4% | $188+152.9% |