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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $80,316 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $25,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,557 | $101,672+61.9% | $147,117+11.9% | $74,478+120.9% |
| Participation rate | 93.9% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 13.27% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $3,817 | $3,813+0.1% | $4,932-22.6% | $2,626+45.3% |
| Participant deferral / active EE | $8,893 | $7,305+21.7% | $8,065+10.3% | $4,350+104.4% |
| Admin fee / account holder | $402 | $1,753-77.1% | $12,993-96.9% | $1,946-79.3% |