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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,259 |
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $24,774 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,766 | $84,940-8.4% | $111,306-30.1% | $79,389-2.0% |
| Participation rate | 83.7% | 75.9%+7.8pp | 77.3%+6.4pp | 70.7%+13.0pp |
| Annual return | 13.74% | 17.45%-3.7pp | 54.67%-40.9pp | 116.89%-103.1pp |
| Employer contribution / active EE | $2,222 | $1,979+12.2% | $2,732-18.7% | $2,428-8.5% |
| Participant deferral / active EE | $3,864 | $3,889-0.6% | $4,488-13.9% | $4,046-4.5% |
| Admin fee / account holder | $263 | $537-51.0% | $7,966-96.7% | $626-58.0% |