Filed November 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $119,707 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $82,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,802 | $89,465-39.9% | $165,071-67.4% | $77,736-30.8% |
| Participation rate | 92.3% | 78.6%+13.6pp | 78.6%+13.7pp | 70.6%+21.7pp |
| Annual return | 15.80% | 28.86%-13.1pp | 70.17%-54.4pp | 31.26%-15.5pp |
| Employer contribution / active EE | $1,964 | $2,565-23.4% | $4,347-54.8% | $2,728-28.0% |
| Participant deferral / active EE | $5,784 | $4,904+17.9% | $6,035-4.2% | $4,651+24.4% |
| Admin fee / account holder | $223 | $340-34.4% | $12,695-98.2% | $433-48.6% |