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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,162 |
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $26,912 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,185 | $65,118-26.0% | $76,767-37.2% | $55,725-13.5% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.0%+15.9pp | 70.9%+22.0pp |
| Annual return | -5.98% | -1.27%-4.7pp | 2.43%-8.4pp | 244.93%-250.9pp |
| Employer contribution / active EE | $3,007 | $1,941+54.9% | $2,485+21.0% | $2,078+44.7% |
| Participant deferral / active EE | $5,786 | $3,688+56.9% | $3,852+50.2% | $3,356+72.4% |
| Admin fee / account holder | $278 | $116+140.0% | $6,675-95.8% | $115+141.4% |