Filed June 14, 2006 (most recent of 2 filings on file)
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 LLC9 years Filed as: CREATIVE PLANNING, INC. Service code 27 5440 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $43,130 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,223 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,805 | $80,763-37.1% | $102,412-50.4% | $74,459-31.8% |
| Participation rate | 70.1% | 65.7%+4.4pp | 74.5%-4.4pp | 67.2%+2.8pp |
| Annual return | 11.31% | 27.57%-16.3pp | 24.94%-13.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $731 | $3,160-76.9% | $3,870-81.1% | $2,626-72.2% |
| Participant deferral / active EE | $2,700 | $3,862-30.1% | $5,060-46.6% | $4,350-37.9% |
| Admin fee / account holder | $380 | $2,371-84.0% | $8,388-95.5% | $1,945-80.5% |