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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH ST · LEAWOOD, KS 66211 | Advisory (Plan) | $157,830 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $83,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,007 | $112,582-83.1% | $105,624-82.0% | $200,096-90.5% |
| Participation rate | 26.6% | 86.3%-59.6pp | 75.3%-48.7pp | 72.0%-45.4pp |
| Annual return | 16.14% | 15.58%+0.6pp | 116.20%-100.1pp | 34.26%-18.1pp |
| Employer contribution / active EE | $717 | $4,580-84.3% | $3,168-77.4% | $3,038-76.4% |
| Participant deferral / active EE | $1,512 | $6,655-77.3% | $5,013-69.8% | $5,090-70.3% |
| Admin fee / account holder | $147 | $107+37.6% | $10,961-98.7% | $269-45.4% |