Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,839 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,793 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,912 | $79,169+8.5% | $100,415-14.4% | $74,478+15.4% |
| Participation rate | 70.5% | 79.4%-8.9pp | 81.5%-11.0pp | 67.2%+3.3pp |
| Annual return | 18.26% | 20.51%-2.3pp | 49.47%-31.2pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $2,433 | $3,017-19.3% | $3,943-38.3% | $2,626-7.3% |
| Participant deferral / active EE | $8,804 | $7,751+13.6% | $8,091+8.8% | $4,350+102.4% |
| Admin fee / account holder | $436 | $1,337-67.4% | $7,906-94.5% | $1,946-77.6% |