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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING, INC Service code 26 5440 WEST 110TH STREET, STE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $52,845 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $16,547 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,777 | $58,258+110.7% | $81,820+50.1% | $80,925+51.7% |
| Participation rate | 66.3% | 63.5%+2.9pp | 72.4%-6.1pp | 67.7%-1.3pp |
| Annual return | 11.82% | 41.76%-29.9pp | 777.93%-766.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,277 | $3,284+30.3% | $4,323-1.0% | $4,299-0.5% |
| Admin fee / account holder | $799 | $4,976-83.9% | $7,391-89.2% | $6,940-88.5% |