Filed January 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $40,236 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $25,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,140 | $37,196-40.5% | $154,108-85.6% | $55,725-60.3% |
| Participation rate | 58.0% | 64.1%-6.1pp | 83.0%-25.0pp | 70.9%-12.9pp |
| Annual return | -7.29% | 1319.68%-1327.0pp | 735.21%-742.5pp | 244.93%-252.2pp |
| Employer contribution / active EE | $937 | $1,614-42.0% | $5,298-82.3% | $2,078-54.9% |
| Participant deferral / active EE | $2,198 | $2,068+6.3% | $5,081-56.7% | $3,356-34.5% |
| Admin fee / account holder | $234 | $102+129.8% | $13,411-98.3% | $115+102.7% |