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| Provider | Service type | Compensation |
|---|---|---|
CONSTELLATION WEALTH ADV1 year Service code 27 · EIN 37-1867021 | Advisory (Plan) | $19,666 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,790 |
Service code 13 | Contract Administrator | $3,761 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 · EIN 31-1299207 | Contract Administrator | $3,673 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,427 | $66,302-55.6% | $110,238-73.3% | $56,287-47.7% |
| Participation rate | 76.3% | 74.9%+1.4pp | 79.8%-3.5pp | 69.9%+6.4pp |
| Annual return | -8.71% | -1.18%-7.5pp | 314.74%-323.5pp | -9.96%+1.2pp |
| Employer contribution / active EE | $800 | $2,047-60.9% | $3,826-79.1% | $2,111-62.1% |
| Participant deferral / active EE | $2,744 | $3,381-18.8% | $4,672-41.3% | $3,350-18.1% |
| Admin fee / account holder | $176 | $698-74.8% | $8,547-97.9% | $521-66.2% |