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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $21,009 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $8,991 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $5,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,208 | $49,280-14.3% | $67,313-37.3% | $64,173-34.2% |
| Participation rate | 83.7% | 60.8%+22.9pp | 69.1%+14.6pp | 69.6%+14.2pp |
| Annual return | -8.93% | -1.39%-7.5pp | -4.08%-4.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $222 | $1,668-86.7% | $2,566-91.4% | $2,381-90.7% |
| Participant deferral / active EE | $2,412 | $2,484-2.9% | $3,568-32.4% | $3,470-30.5% |
| Admin fee / account holder | $500 | $3,863-87.1% | $4,507-88.9% | $4,887-89.8% |