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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC9 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $53,385 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $5,550 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,950 | $65,246+97.6% | $98,716+30.6% | $67,986+89.7% |
| Participation rate | 42.0% | 51.4%-9.4pp | 69.3%-27.3pp | 57.2%-15.2pp |
| Annual return | 14.88% | 20.58%-5.7pp | 31.81%-16.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,028 | $2,594+16.7% | $4,048-25.2% | $3,358-9.8% |
| Admin fee / account holder | $531 | $4,561-88.4% | $8,703-93.9% | $3,203-83.4% |