Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,249 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,300 | $55,437-20.1% | $155,534-71.5% | $74,459-40.5% |
| Participation rate | 71.7% | 61.9%+9.8pp | 78.2%-6.6pp | 67.2%+4.4pp |
| Annual return | 0.00% | 269.58%-269.6pp | 64.92%-64.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,142 | $2,266-49.6% | $4,675-75.6% | $2,626-56.5% |
| Participant deferral / active EE | $3,380 | $2,837+19.1% | $5,630-40.0% | $4,350-22.3% |
| Admin fee / account holder | $146 | $1,742-91.6% | $15,900-99.1% | $1,945-92.5% |