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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $32,788 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,520 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 16 · EIN 43-1270780 | Consulting | $6,752 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,968 | $101,499+12.3% | $147,005-22.5% | $74,546+52.9% |
| Participation rate | 61.5% | 75.5%-14.1pp | 82.2%-20.7pp | 67.2%-5.8pp |
| Annual return | 20.22% | 8732.34%-8712.1pp | 418.76%-398.5pp | 1366.03%-1345.8pp |
| Employer contribution / active EE | $3,624 | $3,811-4.9% | $4,934-26.6% | $2,624+38.1% |
| Participant deferral / active EE | $11,599 | $7,304+58.8% | $8,070+43.7% | $4,347+166.8% |
| Admin fee / account holder | $194 | $1,748-88.9% | $13,006-98.5% | $1,944-90.0% |