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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC7 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $312,735 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $214,887 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $13,491 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,127 | $139,767-77.7% | $153,741-79.8% | $200,096-84.4% |
| Participation rate | 92.2% | 85.1%+7.1pp | 77.1%+15.1pp | 72.0%+20.2pp |
| Annual return | 27.95% | 20.59%+7.4pp | 15.71%+12.2pp | 34.26%-6.3pp |
| Employer contribution / active EE | $2,281 | $6,517-65.0% | $5,042-54.8% | $3,038-24.9% |
| Participant deferral / active EE | $3,295 | $8,055-59.1% | $6,757-51.2% | $5,090-35.3% |
| Admin fee / account holder | $202 | $98+106.7% | $12,749-98.4% | $269-24.9% |