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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,643 |
Filed as: ROBERTSON & ROBERTSON PLLC Service code 10 · EIN 26-1631123 | Accounting | $14,000 |
Filed as: LOCKTON-DUNNING SERIES OF LOCKTON Service code 16 · EIN 20-5846158 | Consulting | $11,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,388 | $106,230+90.5% | $147,080+37.6% | $77,736+160.4% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 18.96% | 56.91%-38.0pp | 420.17%-401.2pp | 31.26%-12.3pp |
| Employer contribution / active EE | $5,038 | $4,072+23.7% | $4,933+2.1% | $2,728+84.7% |
| Participant deferral / active EE | $14,166 | $8,001+77.1% | $8,066+75.6% | $4,651+204.6% |
| Admin fee / account holder | $139 | $338-59.0% | $12,989-98.9% | $433-68.0% |