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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,831 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $23,685 |
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 | $45,417 | $63,905-28.9% | $74,184-38.8% | $57,658-21.2% |
| Participation rate | 93.1% | 79.8%+13.3pp | 76.6%+16.5pp | 70.2%+22.9pp |
| Annual return | 9.15% | 60.60%-51.5pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,965 | $1,840+6.8% | $2,370-17.1% | $1,974-0.4% |
| Participant deferral / active EE | $3,665 | $3,448+6.3% | $3,550+3.3% | $3,061+19.8% |
| Admin fee / account holder | $244 | $91+167.6% | $5,586-95.6% | $95+157.8% |