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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,157 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $21,830 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,425 | $72,770-45.8% | $67,652-41.7% | $55,191-28.6% |
| Participation rate | 94.2% | 78.8%+15.5pp | 75.7%+18.6pp | 69.2%+25.1pp |
| Annual return | 0.71% | -3.26%+4.0pp | 6625.40%-6624.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,980 | $1,769+11.9% | $2,266-12.6% | $1,899+4.3% |
| Participant deferral / active EE | $3,781 | $3,408+11.0% | $3,560+6.2% | $3,046+24.1% |
| Admin fee / account holder | $225 | $79+185.8% | $4,821-95.3% | $91+148.1% |