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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,183 |
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $25,522 |
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 | $51,327 | $69,305-25.9% | $82,312-37.6% | $69,631-26.3% |
| Participation rate | 94.7% | 80.3%+14.4pp | 76.9%+17.8pp | 70.7%+24.0pp |
| Annual return | 16.98% | 21.47%-4.5pp | 25.88%-8.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,033 | $1,887+7.8% | $2,428-16.3% | $2,032+0.1% |
| Participant deferral / active EE | $3,819 | $3,568+7.0% | $3,706+3.0% | $3,224+18.5% |
| Admin fee / account holder | $227 | $97+133.6% | $5,608-96.0% | $110+105.5% |