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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $98,440 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $36,239 |
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 | $139,381 | $58,888+136.7% | $178,499-21.9% | $73,493+89.7% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 31.85% | 24.86%+7.0pp | 151.10%-119.2pp | 28.51%+3.3pp |
| Employer contribution / active EE | $8,887 | $2,236+297.4% | $5,011+77.4% | $2,270+291.5% |
| Participant deferral / active EE | $6,212 | $2,568+141.9% | $5,202+19.4% | $3,740+66.1% |
| Admin fee / account holder | $490 | $400+22.5% | $13,986-96.5% | $513-4.4% |