Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $109,421 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,063 |
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 | $102,545 | $122,128-16.0% | $147,117-30.3% | $200,096-48.8% |
| Participation rate | 92.2% | 78.2%+14.0pp | 82.2%+10.0pp | 72.0%+20.2pp |
| Annual return | 16.15% | 30.58%-14.4pp | 420.54%-404.4pp | 34.26%-18.1pp |
| Employer contribution / active EE | $4,076 | $4,093-0.4% | $4,932-17.4% | $3,038+34.2% |
| Participant deferral / active EE | $11,290 | $8,484+33.1% | $8,065+40.0% | $5,090+121.8% |
| Admin fee / account holder | $86 | $180-52.3% | $12,993-99.3% | $269-68.2% |