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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 | $58,275+110.7% | $81,844+50.0% | $80,935+51.7% |
| Participation rate | 66.3% | 63.5%+2.9pp | 72.4%-6.1pp | 67.7%-1.3pp |
| Annual return | 11.82% | 41.82%-30.0pp | 778.87%-767.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,277 | $3,285+30.2% | $4,323-1.1% | $4,299-0.5% |
| Admin fee / account holder | $799 | $4,749-83.2% | $7,355-89.1% | $6,924-88.5% |