Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $445,186 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 28 · EIN 43-1270780 | Investment Management | $60,400 |
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.
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 | $34,641 | $99,062-65.0% | $177,989-80.5% | $99,062-65.0% |
| Participation rate | 96.1% | 71.6%+24.5pp | 77.1%+19.0pp | 71.6%+24.5pp |
| Annual return | 15.07% | 17.66%-2.6pp | 294.48%-279.4pp | 17.66%-2.6pp |
| Employer contribution / active EE | $1,256 | $3,262-61.5% | $3,949-68.2% | $3,262-61.5% |
| Participant deferral / active EE | $4,060 | $5,331-23.9% | $6,276-35.3% | $5,331-23.9% |
| Admin fee / account holder | $58 | $109-46.8% | $10,363-99.4% | $109-46.8% |