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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 | $59,448+25.4% | $93,696-20.4% | $74,459+0.1% |
| Participation rate | 47.0% | 59.6%-12.6pp | 68.7%-21.7pp | 67.2%-20.2pp |
| Annual return | 12.07% | 82.11%-70.0pp | 133.74%-121.7pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $196 | $1,266-84.5% | $2,422-91.9% | $2,626-92.5% |
| Participant deferral / active EE | $2,529 | $3,052-17.1% | $4,417-42.7% | $4,350-41.9% |
| Admin fee / account holder | $357 | $3,027-88.2% | $8,287-95.7% | $1,945-81.6% |