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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $116,112 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $46,944 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,670 | $113,568-74.8% | $67,560-57.6% | $200,096-85.7% |
| Participation rate | 49.2% | 73.3%-24.2pp | 72.9%-23.8pp | 72.0%-22.9pp |
| Annual return | 12.56% | 15.88%-3.3pp | 3533.50%-3520.9pp | 34.26%-21.7pp |
| Employer contribution / active EE | $932 | $3,409-72.7% | $2,737-65.9% | $3,038-69.3% |
| Participant deferral / active EE | $1,863 | $4,163-55.2% | $4,004-53.5% | $5,090-63.4% |
| Admin fee / account holder | $166 | $102+61.7% | $3,994-95.9% | $269-38.5% |