Filed September 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $86,906 |
GRAY, GRAY & GRAY4 years Filed as: GRAY GRAY & GRAY Service code 10 · EIN 04-2088368 | Accounting | $9,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$202,476 |
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 | $131,064 | $92,076+42.3% | $105,607+24.1% | $77,736+68.6% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 17.72% | 17.84%-0.1pp | 116.11%-98.4pp | 31.26%-13.5pp |
| Employer contribution / active EE | $7,415 | $3,370+120.0% | $3,167+134.2% | $2,728+171.8% |
| Participant deferral / active EE | $16,904 | $5,390+213.7% | $5,011+237.3% | $4,651+263.5% |
| Admin fee / account holder | -$94 | $219-143.1% | $10,958-100.9% | $433-121.8% |