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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $65,897 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $33,690 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $7,546 |
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 | $60,982 | $89,282-31.7% | $94,664-35.6% | $74,460-18.1% |
| Participation rate | 75.3% | 82.4%-7.1pp | 80.8%-5.6pp | 70.7%+4.5pp |
| Annual return | 23.39% | 25.96%-2.6pp | 156.84%-133.5pp | 34.38%-11.0pp |
| Employer contribution / active EE | $2,811 | $3,022-7.0% | $3,673-23.5% | $2,638+6.6% |
| Participant deferral / active EE | $9,339 | $8,425+10.9% | $7,417+25.9% | $4,530+106.2% |
| Admin fee / account holder | $332 | $219+51.6% | $7,222-95.4% | $348-4.6% |