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| Provider | Service type | Compensation |
|---|---|---|
SITTNER & NELSON, LLC1 year Filed as: SITNER & NELSON, LLC Service code 26 · EIN 27-1606901 | Advisory (Participants) | $29,764 |
CREATIVE PLANNING LLC1 year Service code 26 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Participants) | $17,997 |
Service code 26 PO BOX 2610 · SALT LAKE CITY, UT 84110 | Advisory (Participants) | $5,639 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,301 | $81,358+258.0% | $155,556+87.3% | $80,959+259.8% |
| Participation rate | 88.1% | 66.3%+21.8pp | 78.2%+9.8pp | 67.7%+20.4pp |
| Annual return | 31.48% | 33.39%-1.9pp | 64.84%-33.4pp | 35.67%-4.2pp |
| Employer contribution / active EE | $18,187 | $3,106+485.5% | $4,675+289.0% | $2,757+559.6% |
| Participant deferral / active EE | $12,392 | $3,455+258.6% | $5,631+120.1% | $4,300+188.2% |
| Admin fee / account holder | $715 | $7,994-91.1% | $15,885-95.5% | $6,925-89.7% |