Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $118,978 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $110,000 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $46,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,913 | $79,634+80.7% | $183,328-21.5% | $79,634+80.7% |
| Participation rate | 97.9% | 62.5%+35.4pp | 77.3%+20.6pp | 62.5%+35.4pp |
| Annual return | 17.07% | 36.46%-19.4pp | 29.67%-12.6pp | 36.46%-19.4pp |
| Employer contribution / active EE | $5,242 | $2,529+107.3% | $5,055+3.7% | $2,529+107.3% |
| Participant deferral / active EE | $8,754 | $3,835+128.3% | $6,795+28.8% | $3,835+128.3% |
| Admin fee / account holder | $217 | $1,002-78.3% | $21,427-99.0% | $1,002-78.3% |