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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 | $55,446+3.9% | $155,574-63.0% | $74,429-22.6% |
| Participation rate | 75.8% | 61.9%+13.9pp | 78.2%-2.4pp | 67.2%+8.6pp |
| Annual return | 12.14% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,198 | $2,266-3.0% | $4,676-53.0% | $2,625-16.2% |
| Participant deferral / active EE | $4,058 | $2,836+43.1% | $5,629-27.9% | $4,348-6.7% |
| Admin fee / account holder | $350 | $1,743-79.9% | $15,914-97.8% | $1,944-82.0% |