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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $84,815 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 7300 COLLEGE BLVD., SUITE 400 · OVERLAND PARK, KS 66210 | Recordkeeping | $23,000 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,371 | $128,603-24.3% | $197,124-50.6% | $67,986+43.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 12.79% | 23.77%-11.0pp | 44.34%-31.6pp | 31.67%-18.9pp |
| Employer contribution / active EE | $4,731 | $4,379+8.0% | $6,227-24.0% | $2,019+134.3% |
| Participant deferral / active EE | $3,013 | $6,840-56.0% | $9,135-67.0% | $3,358-10.3% |
| Admin fee / account holder | $573 | $3,035-81.1% | $16,298-96.5% | $3,203-82.1% |