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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $56,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,493 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,510 | $79,169+35.8% | $100,415+7.1% | $74,478+44.4% |
| Participation rate | 98.4% | 79.4%+19.0pp | 81.5%+16.8pp | 67.2%+31.1pp |
| Annual return | 14.07% | 20.51%-6.4pp | 49.47%-35.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $16 | $3,017-99.5% | $3,943-99.6% | $2,626-99.4% |
| Participant deferral / active EE | $9,216 | $7,751+18.9% | $8,091+13.9% | $4,350+111.9% |
| Admin fee / account holder | $295 | $1,337-77.9% | $7,906-96.3% | $1,946-84.8% |