Filed August 7, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,035 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,000 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $7,941 |
UNITED WAY OF GREATER1 year Filed as: UNITED WAY OF GREATER KANSAS CITY Service code 10 · EIN 44-0545812 | Accounting | $7,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,257 | $58,311+18.8% | $81,882-15.4% | $80,959-14.5% |
| Participation rate | 93.4% | 63.5%+29.9pp | 72.4%+21.0pp | 67.7%+25.8pp |
| Annual return | 13.09% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $8,094 | $2,347+244.9% | $2,916+177.6% | $2,757+193.6% |
| Participant deferral / active EE | $5,597 | $3,287+70.3% | $4,323+29.5% | $4,300+30.1% |
| Admin fee / account holder | $564 | $4,752-88.1% | $7,360-92.3% | $6,925-91.9% |