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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,160 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $17,932 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 | Contract Administrator | $5,100 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE RETIREMENT SERVICES Service code 13 | Contract Administrator | $4,403 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,319 | $61,815+12.1% | $97,295-28.8% | $80,959-14.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.62% | -558.73%+569.3pp | 75.62%-65.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,475 | $1,836+89.2% | $2,723+27.6% | $2,757+26.0% |
| Participant deferral / active EE | $8,282 | $3,027+173.6% | $4,264+94.2% | $4,300+92.6% |
| Admin fee / account holder | $333 | $5,166-93.6% | $5,646-94.1% | $6,925-95.2% |