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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC8 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $61,111 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $5,341 |
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 | $111,582 | $59,456+87.7% | $93,669+19.1% | $74,429+49.9% |
| Participation rate | 42.9% | 59.6%-16.8pp | 68.7%-25.9pp | 67.2%-24.4pp |
| Annual return | 11.82% | 82.00%-70.2pp | 133.59%-121.8pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,997 | $3,052-1.8% | $4,416-32.1% | $4,348-31.1% |
| Admin fee / account holder | $540 | $3,026-82.1% | $8,291-93.5% | $1,944-72.2% |