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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $63,157 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,726 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,546 | $50,529+239.5% | $66,042+159.8% | $85,563+100.5% |
| Participation rate | 52.6% | 57.7%-5.1pp | 67.5%-14.9pp | 66.0%-13.4pp |
| Annual return | 16.84% | 18.34%-1.5pp | 52.11%-35.3pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,653 | $1,111+48.8% | $1,579+4.7% | $2,654-37.7% |
| Participant deferral / active EE | $5,527 | $2,768+99.7% | $2,835+94.9% | $4,375+26.3% |
| Admin fee / account holder | $134 | $1,005-86.6% | $5,747-97.7% | $834-83.9% |