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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC5+ years Filed as: CREATIVE PLANNING INC. Service code 26 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Participants) | $64,789 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,746 |
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 | $85,857 | $65,376+31.3% | $87,102-1.4% | $65,185+31.7% |
| Participation rate | 88.1% | 75.3%+12.8pp | 76.9%+11.3pp | 70.2%+17.9pp |
| Annual return | 18.69% | 31.27%-12.6pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,556 | $1,822-14.6% | $2,521-38.3% | $2,177-28.5% |
| Participant deferral / active EE | $4,541 | $3,388+34.0% | $4,048+12.2% | $3,514+29.2% |
| Admin fee / account holder | $606 | $520+16.7% | $7,491-91.9% | $847-28.4% |