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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $25,683 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $9,313 |
Filed as: GREAT-WEST Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,921 | $71,192-10.2% | $117,861-45.8% | $62,293+2.6% |
| Participation rate | 36.2% | 74.2%-38.0pp | 79.7%-43.5pp | 69.5%-33.3pp |
| Annual return | 17.43% | 18.66%-1.2pp | 335.11%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,155 | $1,934-40.3% | $3,786-69.5% | $2,042-43.4% |
| Participant deferral / active EE | $2,646 | $3,189-17.0% | $4,482-41.0% | $3,169-16.5% |
| Admin fee / account holder | $479 | $587-18.4% | $8,021-94.0% | $479-0.1% |