Filed January 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $46,863 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $27,052 |
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 | $63,068 | $71,872-12.2% | $86,691-27.2% | $68,495-7.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.19% | 3.53%-18.7pp | 35.94%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,627 | $2,173+66.9% | $2,837+27.9% | $2,596+39.7% |
| Participant deferral / active EE | $8,397 | $3,779+122.2% | $4,656+80.3% | $4,028+108.5% |
| Admin fee / account holder | $529 | $6,112-91.3% | $7,492-92.9% | $5,403-90.2% |