Filed April 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC7 years Filed as: CREATIVE PLANNING, INC Service code 26 5440 W 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $80,387 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS,LLC Service code 15 7300 COLLEGE BLVD., SUITE 400 · OVERLAND PARK, KS 66210 | Recordkeeping | $34,061 |
MATRIX TRUST COMPANY2 years Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $4,437 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,841 | $91,372-43.3% | $130,045-60.1% | $74,460-30.4% |
| Participation rate | 65.9% | 77.8%-11.9pp | 78.5%-12.6pp | 70.7%-4.8pp |
| Annual return | 16.06% | 23.21%-7.2pp | -137.30%+153.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,710 | $2,563+5.7% | $4,321-37.3% | $2,638+2.7% |
| Participant deferral / active EE | $3,230 | $4,721-31.6% | $5,820-44.5% | $4,530-28.7% |
| Admin fee / account holder | $376 | $283+32.8% | $10,600-96.5% | $348+8.2% |