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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $60,806 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $36,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,921 | $101,591+20.0% | $147,096-17.1% | $74,429+63.8% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 18.31% | 8746.45%-8728.1pp | 419.75%-401.4pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $7,719 | $3,813+102.5% | $4,936+56.4% | $2,625+194.1% |
| Participant deferral / active EE | $16,177 | $7,302+121.5% | $8,071+100.4% | $4,348+272.0% |
| Admin fee / account holder | $488 | $1,750-72.1% | $13,005-96.2% | $1,944-74.9% |