Filed November 7, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $212,255 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $82,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,156 | $241,101-53.9% | $103,374+7.5% | $199,768-44.4% |
| Participation rate | 39.5% | 78.3%-38.8pp | 74.5%-35.0pp | 72.0%-32.5pp |
| Annual return | 13.40% | 17.80%-4.4pp | 24.89%-11.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,616 | $4,244-61.9% | $3,869-58.2% | $3,037-46.8% |
| Participant deferral / active EE | $3,380 | $3,958-14.6% | $5,058-33.2% | $5,090-33.6% |
| Admin fee / account holder | $210 | $288-26.9% | $8,394-97.5% | $269-21.8% |