Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,036,842 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $109,609 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,864 | $118,464-33.4% | $96,564-18.3% | $103,657-23.9% |
| Participation rate | 97.7% | 89.0%+8.7pp | 76.0%+21.7pp | 73.4%+24.3pp |
| Annual return | 16.20% | 18.79%-2.6pp | 25.89%-9.7pp | 33.13%-16.9pp |
| Employer contribution / active EE | $4,655 | $4,210+10.6% | $2,967+56.9% | $3,216+44.8% |
| Participant deferral / active EE | $4,763 | $7,277-34.5% | $4,852-1.8% | $5,218-8.7% |
| Admin fee / account holder | $197 | $81+142.4% | $8,256-97.6% | $114+72.2% |