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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $52,595 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $13,552 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,629 | $86,655+18.4% | $119,608-14.2% | $66,930+53.3% |
| Participation rate | 37.9% | 75.6%-37.7pp | 79.3%-41.4pp | 69.8%-32.0pp |
| Annual return | -18.06% | -8.00%-10.1pp | -14.98%-3.1pp | 1.57%-19.6pp |
| Employer contribution / active EE | $1,394 | $2,536-45.0% | $4,232-67.1% | $2,545-45.2% |
| Participant deferral / active EE | $3,378 | $4,358-22.5% | $5,601-39.7% | $4,238-20.3% |
| Admin fee / account holder | $870 | $755+15.3% | $10,326-91.6% | $593+46.6% |