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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,903 |
Filed as: CREATIVE PLANNING - LOCKTON RETIREM Service code 49 · EIN 43-1270780 | Other Services | $30,000 |
FAULKNER AND THOMPSON, P.A.6 years Service code 10 · EIN 56-1913029 | Accounting | $20,279 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $30,027 | $104,697-71.3% | $96,544-68.9% | $80,160-62.5% |
| Participation rate | 99.0% | 86.4%+12.7pp | 76.0%+23.1pp | 72.9%+26.1pp |
| Annual return | 15.32% | 21.78%-6.5pp | 25.84%-10.5pp | 40.38%-25.1pp |
| Employer contribution / active EE | $1,317 | $3,536-62.8% | $2,965-55.6% | $2,978-55.8% |
| Participant deferral / active EE | $3,501 | $6,188-43.4% | $4,851-27.8% | $5,017-30.2% |
| Admin fee / account holder | $99 | $107-7.5% | $8,252-98.8% | $145-31.9% |