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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 | $101,591+62.0% | $147,096+11.9% | $74,429+121.1% |
| Participation rate | 93.9% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 13.27% | 8746.45%-8733.2pp | 419.75%-406.5pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $3,817 | $3,813+0.1% | $4,936-22.7% | $2,625+45.4% |
| Participant deferral / active EE | $8,893 | $7,302+21.8% | $8,071+10.2% | $4,348+104.5% |
| Admin fee / account holder | $402 | $1,750-77.0% | $13,005-96.9% | $1,944-79.3% |