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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $24,985 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $19,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,553 | $59,456+25.4% | $93,669-20.4% | $74,429+0.2% |
| Participation rate | 47.0% | 59.6%-12.6pp | 68.7%-21.7pp | 67.2%-20.2pp |
| Annual return | 12.07% | 82.00%-69.9pp | 133.59%-121.5pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $196 | $1,266-84.5% | $2,424-91.9% | $2,625-92.5% |
| Participant deferral / active EE | $2,529 | $3,052-17.1% | $4,416-42.7% | $4,348-41.8% |
| Admin fee / account holder | $357 | $3,026-88.2% | $8,291-95.7% | $1,944-81.6% |