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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC7 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $54,680 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $5,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,430 | $54,717+89.0% | $86,216+20.0% | $71,511+44.6% |
| Participation rate | 45.1% | 60.1%-15.0pp | 69.0%-23.8pp | 67.9%-22.8pp |
| Annual return | 15.82% | 20.07%-4.2pp | 1169.42%-1153.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,908 | $3,110-6.5% | $3,986-27.1% | $4,291-32.2% |
| Admin fee / account holder | $474 | $1,922-75.4% | $6,853-93.1% | $1,588-70.2% |