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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 | $62,086+83.9% | $90,259+26.5% | $64,340+77.5% |
| Participation rate | 100.0% | 53.9%+46.1pp | 70.7%+29.3pp | 55.2%+44.8pp |
| Annual return | 14.15% | 16.73%-2.6pp | 18.88%-4.7pp | 24.14%-10.0pp |
| Employer contribution / active EE | $9,450 | $1,883+402.0% | $2,291+312.5% | $1,862+407.6% |
| Participant deferral / active EE | $4,857 | $2,557+89.9% | $3,827+26.9% | $2,980+63.0% |
| Admin fee / account holder | $366 | $3,317-89.0% | $7,267-95.0% | $3,703-90.1% |