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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,003 | $65,453-41.9% | $86,691-56.2% | $66,930-43.2% |
| Participation rate | 41.1% | 75.5%-34.4pp | 76.6%-35.5pp | 69.8%-28.7pp |
| Annual return | -32.87% | -10.89%-22.0pp | 35.94%-68.8pp | 1.57%-34.4pp |
| Employer contribution / active EE | $2,330 | $2,154+8.2% | $2,837-17.9% | $2,545-8.4% |
| Participant deferral / active EE | $3,476 | $4,102-15.3% | $4,656-25.3% | $4,238-18.0% |
| Admin fee / account holder | $317 | $642-50.5% | $7,492-95.8% | $593-46.5% |