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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,915 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $51,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,634 | $106,264+19.2% | $147,117-13.9% | $77,762+62.8% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 16.86% | 56.94%-40.1pp | 420.54%-403.7pp | 31.27%-14.4pp |
| Employer contribution / active EE | $6,005 | $4,074+47.4% | $4,932+21.7% | $2,728+120.1% |
| Participant deferral / active EE | $13,370 | $8,003+67.1% | $8,065+65.8% | $4,651+187.5% |
| Admin fee / account holder | $129 | $334-61.5% | $12,993-99.0% | $433-70.3% |