Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $24,648 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $17,938 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,304 | $50,199-37.6% | $69,890-55.2% | $66,949-53.2% |
| Participation rate | 73.4% | 66.3%+7.0pp | 70.5%+2.9pp | 69.8%+3.6pp |
| Annual return | -7.83% | -13.85%+6.0pp | 190.84%-198.7pp | 1.57%-9.4pp |
| Employer contribution / active EE | $1,961 | $1,864+5.2% | $2,560-23.4% | $2,545-23.0% |
| Participant deferral / active EE | $3,372 | $3,112+8.3% | $3,848-12.4% | $4,239-20.5% |
| Admin fee / account holder | $316 | $600-47.3% | $6,267-95.0% | $594-46.7% |