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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,474 |
CREATIVE PLANNING LLC8+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $22,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,728 | $72,303-4.9% | $86,698-20.7% | $64,824+6.0% |
| Participation rate | 42.5% | 80.4%-37.9pp | 76.6%-34.1pp | 71.5%-29.0pp |
| Annual return | -15.54% | 392.77%-408.3pp | 35.96%-51.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $1,138 | $2,393-52.4% | $2,837-59.9% | $2,507-54.6% |
| Participant deferral / active EE | $2,004 | $4,660-57.0% | $4,656-57.0% | $4,311-53.5% |
| Admin fee / account holder | $231 | $174+32.8% | $7,492-96.9% | $188+23.1% |