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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $21,891 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $16,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,078 | $63,773+50.7% | $81,286+18.2% | $80,925+18.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.37% | 16.37%-6.0pp | 24.80%-14.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $10,318 | $1,979+421.3% | $2,463+319.0% | $2,756+274.4% |
| Participant deferral / active EE | $4,610 | $3,093+49.0% | $3,883+18.7% | $4,299+7.3% |
| Admin fee / account holder | $330 | $5,682-94.2% | $5,764-94.3% | $6,940-95.2% |