Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,806 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $27,101 |
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 | $75,291 | $69,477+8.4% | $94,679-20.5% | $71,495+5.3% |
| Participation rate | 72.0% | 78.4%-6.5pp | 80.8%-8.9pp | 67.9%+4.0pp |
| Annual return | 17.45% | 29.66%-12.2pp | 156.75%-139.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,330 | $2,853-18.3% | $3,673-36.6% | $2,589-10.0% |
| Participant deferral / active EE | $7,934 | $7,345+8.0% | $7,417+7.0% | $4,291+84.9% |
| Admin fee / account holder | $377 | $1,210-68.8% | $7,233-94.8% | $1,588-76.3% |