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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $19,016 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $12,772 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,824 | $27,243+35.2% | $52,425-29.8% | $79,634-53.8% |
| Participation rate | 15.4% | 22.4%-7.0pp | 55.6%-40.2pp | 62.5%-47.0pp |
| Annual return | 16.29% | 63.36%-47.1pp | 302.12%-285.8pp | 36.46%-20.2pp |
| Employer contribution / active EE | $177 | $319-44.4% | $914-80.6% | $2,529-93.0% |
| Participant deferral / active EE | $425 | $636-33.1% | $1,790-76.2% | $3,835-88.9% |
| Admin fee / account holder | $329 | $2,105-84.4% | $2,495-86.8% | $1,002-67.1% |