Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $127,390 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 43-1270780 | Consulting | $60,000 |
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 | $124,843 | $96,805+29.0% | $153,741-18.8% | $77,762+60.5% |
| Participation rate | 97.6% | 81.6%+15.9pp | 77.1%+20.5pp | 70.6%+27.0pp |
| Annual return | 14.65% | 14.39%+0.3pp | 15.71%-1.1pp | 31.27%-16.6pp |
| Employer contribution / active EE | $5,742 | $5,232+9.7% | $5,042+13.9% | $2,728+110.5% |
| Participant deferral / active EE | $8,523 | $6,601+29.1% | $6,757+26.1% | $4,651+83.3% |
| Admin fee / account holder | $139 | $182-24.0% | $12,749-98.9% | $433-68.0% |