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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $41,311 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 10801 MASTIN BLVD., SUITE 700 · OVERLAND PARK, KS 66210 | Plan Administrator | $5,126 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,257 | $48,064+37.9% | $78,778-15.9% | $69,631-4.8% |
| Participation rate | 45.1% | 61.6%-16.5pp | 69.2%-24.1pp | 70.7%-25.6pp |
| Annual return | 15.25% | 21.81%-6.6pp | 35.62%-20.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,281 | $2,079+9.7% | $2,958-22.9% | $3,224-29.2% |
| Admin fee / account holder | $395 | $152+159.8% | $5,134-92.3% | $110+257.6% |