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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $489,460 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $150,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,313 |
Service code 10 · EIN 43-0831507 | Accounting | $18,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,191 | $159,391-71.0% | $102,460-54.9% | $99,313-53.5% |
| Participation rate | 89.7% | 88.6%+1.2pp | 76.5%+13.2pp | 71.7%+18.0pp |
| Annual return | 15.14% | 19.03%-3.9pp | 29.47%-14.3pp | 17.67%-2.5pp |
| Employer contribution / active EE | $1,881 | $4,207-55.3% | $3,025-37.8% | $3,264-42.4% |
| Participant deferral / active EE | $3,429 | $7,498-54.3% | $5,056-32.2% | $5,346-35.8% |
| Admin fee / account holder | $100 | $159-37.2% | $9,460-98.9% | $109-8.4% |