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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,192 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $17,549 |
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 | $27,666 | $29,507-6.2% | $56,025-50.6% | $77,762-64.4% |
| Participation rate | 15.3% | 32.7%-17.4pp | 52.5%-37.2pp | 70.6%-55.2pp |
| Annual return | 10.55% | 18.90%-8.3pp | 1712.69%-1702.1pp | 31.27%-20.7pp |
| Employer contribution / active EE | $209 | $570-63.3% | $1,042-79.9% | $2,728-92.3% |
| Participant deferral / active EE | $407 | $1,062-61.7% | $1,955-79.2% | $4,651-91.3% |
| Admin fee / account holder | $336 | $1,041-67.7% | $2,828-88.1% | $433-22.4% |