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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $101,007 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping and information managem... | $51,565 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,172 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,251 | $106,264-54.6% | $147,117-67.2% | $77,762-38.0% |
| Participation rate | 63.2% | 78.4%-15.2pp | 82.2%-19.0pp | 70.6%-7.4pp |
| Annual return | 17.62% | 56.94%-39.3pp | 420.54%-402.9pp | 31.27%-13.6pp |
| Employer contribution / active EE | $2,759 | $4,074-32.3% | $4,932-44.1% | $2,728+1.1% |
| Participant deferral / active EE | $6,145 | $8,003-23.2% | $8,065-23.8% | $4,651+32.1% |
| Admin fee / account holder | $352 | $334+5.3% | $12,993-97.3% | $433-18.7% |