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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 | $106,247+19.2% | $147,096-13.9% | $77,714+62.9% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 16.86% | 56.87%-40.0pp | 419.75%-402.9pp | 31.26%-14.4pp |
| Employer contribution / active EE | $6,005 | $4,069+47.6% | $4,936+21.7% | $2,727+120.2% |
| Participant deferral / active EE | $13,370 | $7,996+67.2% | $8,071+65.7% | $4,649+187.6% |
| Admin fee / account holder | $129 | $338-62.0% | $13,005-99.0% | $433-70.3% |