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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,312 |
CREATIVE PLANNING LLC10+ years Filed as: CREATIVE PLANNING INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $19,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,562 | $79,181-3.3% | $102,423-25.2% | $74,429+2.9% |
| Participation rate | 65.2% | 74.8%-9.6pp | 76.5%-11.3pp | 67.2%-2.0pp |
| Annual return | 14.24% | 54.97%-40.7pp | 29.42%-15.2pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $2,046 | $2,362-13.4% | $3,023-32.3% | $2,625-22.1% |
| Participant deferral / active EE | $4,186 | $4,416-5.2% | $5,054-17.2% | $4,348-3.7% |
| Admin fee / account holder | $266 | $2,002-86.7% | $9,455-97.2% | $1,944-86.3% |