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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 | $63,904+78.7% | $89,340+27.8% | $67,986+67.9% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 14.15% | 18.09%-3.9pp | 20.57%-6.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $9,450 | $1,627+480.7% | $2,231+323.5% | $2,019+368.1% |
| Participant deferral / active EE | $4,857 | $2,691+80.5% | $3,823+27.0% | $3,358+44.6% |
| Admin fee / account holder | $366 | $3,315-89.0% | $6,704-94.5% | $3,203-88.6% |