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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $44,729 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,730 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,433 | $106,164-35.5% | $147,041-53.5% | $77,692-11.9% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 166.30% | 56.81%+109.5pp | 419.21%-252.9pp | 31.25%+135.0pp |
| Employer contribution / active EE | $3,520 | $4,066-13.4% | $4,935-28.7% | $2,726+29.1% |
| Participant deferral / active EE | $10,104 | $7,993+26.4% | $8,071+25.2% | $4,648+117.4% |
| Admin fee / account holder | $161 | $338-52.4% | $13,006-98.8% | $431-62.6% |