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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $75,589 |
EPIC RETIREMENT PLAN SERVICES10+ 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 | $96,500 | $122,063-20.9% | $184,256-47.6% | $74,478+29.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 9.61% | 19.92%-10.3pp | 28.85%-19.2pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $4,552 | $4,539+0.3% | $6,427-29.2% | $2,626+73.3% |
| Participant deferral / active EE | $2,881 | $7,144-59.7% | $9,133-68.5% | $4,350-33.8% |
| Admin fee / account holder | $536 | $1,253-57.2% | $13,899-96.1% | $1,946-72.5% |