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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $96,690 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $37,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,659 | $55,453+77.9% | $170,435-42.1% | $62,293+58.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.55% | 21.38%-4.8pp | 205.94%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $7,206 | $2,164+233.1% | $5,432+32.7% | $2,042+252.9% |
| Participant deferral / active EE | $4,416 | $2,303+91.8% | $4,939-10.6% | $3,169+39.3% |
| Admin fee / account holder | $470 | $455+3.4% | $13,881-96.6% | $479-1.8% |