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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 16 · EIN 84-4519624 | Consulting | $27,650 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,153 |
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 | $43,032 | $102,422-58.0% | $147,117-70.8% | $80,959-46.8% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 17.72% | 135.16%-117.4pp | 420.54%-402.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,309 | $3,717-37.9% | $4,932-53.2% | $2,757-16.3% |
| Participant deferral / active EE | $7,681 | $6,652+15.5% | $8,065-4.8% | $4,300+78.6% |
| Admin fee / account holder | $257 | $7,953-96.8% | $12,993-98.0% | $6,925-96.3% |