Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $17,205 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $16,451 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,918 | $58,099+54.8% | $76,902+16.9% | $75,177+19.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.87% | 26.71%-18.8pp | 37.91%-30.0pp | 160.75%-152.9pp |
| Employer contribution / active EE | $9,866 | $1,996+394.4% | $2,534+289.4% | $2,671+269.4% |
| Participant deferral / active EE | $4,353 | $2,999+45.2% | $3,833+13.6% | $4,126+5.5% |
| Admin fee / account holder | $296 | $4,778-93.8% | $5,479-94.6% | $5,651-94.8% |