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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING INC. Service code 26 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Participants) | $65,798 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,528 |
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.
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 | $59,506 | $59,186+0.5% | $76,768-22.5% | $56,287+5.7% |
| Participation rate | 92.5% | 75.2%+17.3pp | 77.0%+15.5pp | 69.9%+22.6pp |
| Annual return | -6.89% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,597 | $1,759-9.2% | $2,485-35.7% | $2,111-24.3% |
| Participant deferral / active EE | $4,428 | $3,255+36.1% | $3,852+15.0% | $3,350+32.2% |
| Admin fee / account holder | $502 | $489+2.6% | $6,675-92.5% | $521-3.7% |