Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $11,266 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $5,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,368 | $89,652-71.7% | $141,197-82.0% | $65,186-61.1% |
| Participation rate | 43.6% | 74.7%-31.1pp | 82.5%-38.9pp | 70.2%-26.6pp |
| Annual return | 62.46% | 32.79%+29.7pp | 71.41%-8.9pp | 29.39%+33.1pp |
| Employer contribution / active EE | $1,935 | $3,065-36.9% | $4,736-59.1% | $2,177-11.1% |
| Participant deferral / active EE | $4,161 | $5,691-26.9% | $6,710-38.0% | $3,514+18.4% |
| Admin fee / account holder | $137 | $569-75.8% | $10,265-98.7% | $847-83.8% |