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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING INC. Service code 26 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Participants) | $46,022 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $21,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,328 | $60,165+0.3% | $74,184-18.7% | $55,167+9.4% |
| Participation rate | 94.1% | 74.2%+19.9pp | 76.6%+17.4pp | 69.0%+25.1pp |
| Annual return | 7.93% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,609 | $1,600+0.6% | $2,370-32.1% | $1,963-18.0% |
| Participant deferral / active EE | $4,542 | $2,973+52.8% | $3,550+28.0% | $3,054+48.7% |
| Admin fee / account holder | $427 | $419+1.8% | $5,586-92.4% | $504-15.3% |