Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,743 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $45,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $12,549 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-0349945 | Accounting | $11,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 7.49% | 8.04%-0.6pp | 8.61%-1.1pp | 8.21%-0.7pp |
| Employer contribution / active EE | $30,501 | $8,285+268.2% | $33,046-7.7% | $13,841+120.4% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |