Filed February 28, 2022
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $184,622 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $42,500 |
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 | Accounting | $36,021 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $21,250 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,343 | $112,582+37.1% | $105,624+46.1% | $200,096-22.9% |
| Participation rate | 96.1% | 86.3%+9.9pp | 75.3%+20.8pp | 72.0%+24.1pp |
| Annual return | 46.80% | 15.58%+31.2pp | 116.20%-69.4pp | 34.26%+12.5pp |
| Employer contribution / active EE | $7,239 | $4,580+58.1% | $3,168+128.5% | $3,038+138.3% |
| Participant deferral / active EE | $6,998 | $6,655+5.2% | $5,013+39.6% | $5,090+37.5% |
| Admin fee / account holder | $69 | $107-35.2% | $10,961-99.4% | $269-74.3% |