Filed January 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $33,597 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $30,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,150 | $46,173-52.0% | $170,435-87.0% | $69,631-68.2% |
| Participation rate | 53.8% | 63.9%-10.1pp | 83.6%-29.8pp | 70.7%-16.9pp |
| Annual return | 19.67% | 21.62%-2.0pp | 205.94%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $809 | $1,610-49.8% | $5,432-85.1% | $2,032-60.2% |
| Participant deferral / active EE | $1,818 | $2,080-12.6% | $4,939-63.2% | $3,224-43.6% |
| Admin fee / account holder | $237 | $116+104.0% | $13,881-98.3% | $110+114.2% |