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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $28,639 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $16,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,180 | $71,106+60.6% | $121,871-6.3% | $69,733+63.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 73.2%+26.8pp | 62.5%+37.5pp |
| Annual return | 14.15% | 15.43%-1.3pp | 13.57%+0.6pp | 15.22%-1.1pp |
| Employer contribution / active EE | $9,450 | $2,556+269.7% | $2,731+246.0% | $2,250+320.0% |
| Participant deferral / active EE | $4,857 | $2,765+75.6% | $4,318+12.5% | $3,054+59.0% |
| Admin fee / account holder | $366 | $2,128-82.8% | $11,551-96.8% | $3,102-88.2% |