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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $19,200 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $15,308 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,584 | $66,302-59.9% | $110,241-75.9% | $56,287-52.8% |
| Participation rate | 81.3% | 74.9%+6.4pp | 79.8%+1.5pp | 69.9%+11.5pp |
| Annual return | -2.82% | -1.18%-1.6pp | 314.75%-317.6pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,480 | $2,047-27.7% | $3,827-61.3% | $2,111-29.9% |
| Participant deferral / active EE | $3,909 | $3,381+15.6% | $4,672-16.3% | $3,350+16.7% |
| Admin fee / account holder | $222 | $698-68.2% | $8,548-97.4% | $521-57.3% |