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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $62,118 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,362 |
HANCOCK ASKEW & CO., LLP4 years Service code 10 · EIN 58-0662558 | Accounting | $8,250 |
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 | $143,481 | $101,653+41.1% | $147,080-2.4% | $74,459+92.7% |
| Participation rate | 94.9% | 75.6%+19.3pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 17.67% | 8754.98%-8737.3pp | 420.17%-402.5pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $4,039 | $3,813+5.9% | $4,933-18.1% | $2,626+53.8% |
| Participant deferral / active EE | $15,394 | $7,304+110.7% | $8,066+90.8% | $4,350+253.9% |
| Admin fee / account holder | $313 | $1,752-82.2% | $12,989-97.6% | $1,945-83.9% |