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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $53,494 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $36,144 |
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 | $73,910 | $46,732+58.2% | $156,551-52.8% | $55,167+34.0% |
| Participation rate | 99.5% | 65.8%+33.7pp | 84.0%+15.5pp | 69.0%+30.5pp |
| Annual return | 5.01% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $7,679 | $2,105+264.8% | $5,501+39.6% | $1,963+291.3% |
| Participant deferral / active EE | $4,398 | $2,204+99.5% | $4,871-9.7% | $3,054+44.0% |
| Admin fee / account holder | $250 | $418-40.2% | $13,028-98.1% | $504-50.3% |