Filed January 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC10+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $93,370 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $20,836 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX BROADRIDGE Service code 19 · EIN 75-3182674 | Securities Custodian | $6,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,752 | $86,944+58.4% | $107,525+28.1% | $74,304+85.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 16.24% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,635 | $2,757+31.9% | $3,754-3.2% | $2,241+62.2% |
| Participant deferral / active EE | $4,068 | $3,554+14.4% | $5,116-20.5% | $3,767+8.0% |
| Admin fee / account holder | $786 | $3,727-78.9% | $8,919-91.2% | $2,969-73.5% |