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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $28,688 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $19,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,626 | $55,437+3.9% | $155,534-62.9% | $74,459-22.6% |
| Participation rate | 75.8% | 61.9%+13.9pp | 78.2%-2.4pp | 67.2%+8.6pp |
| Annual return | 12.14% | 269.58%-257.4pp | 64.92%-52.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $2,198 | $2,266-3.0% | $4,675-53.0% | $2,626-16.3% |
| Participant deferral / active EE | $4,058 | $2,837+43.0% | $5,630-27.9% | $4,350-6.7% |
| Admin fee / account holder | $350 | $1,742-79.9% | $15,900-97.8% | $1,945-82.0% |