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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $68,014 |
EPIC RETIREMENT PLAN SERVICES6+ 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,862 | $136,307-39.9% | $177,840-54.0% | $73,493+11.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 2.35% | 18.68%-16.3pp | 48.32%-46.0pp | 28.51%-26.2pp |
| Employer contribution / active EE | $3,652 | $3,712-1.6% | $5,919-38.3% | $2,270+60.9% |
| Participant deferral / active EE | $2,220 | $5,829-61.9% | $7,714-71.2% | $3,740-40.6% |
| Admin fee / account holder | $455 | $596-23.6% | $12,431-96.3% | $513-11.3% |