Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $947,651 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $120,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,156 | $159,391-44.1% | $102,460-13.0% | $99,313-10.2% |
| Participation rate | 98.4% | 88.6%+9.8pp | 76.5%+21.9pp | 71.7%+26.7pp |
| Annual return | 13.29% | 19.03%-5.7pp | 29.47%-16.2pp | 17.67%-4.4pp |
| Employer contribution / active EE | $4,722 | $4,207+12.2% | $3,025+56.1% | $3,264+44.7% |
| Participant deferral / active EE | $4,846 | $7,498-35.4% | $5,056-4.1% | $5,346-9.3% |
| Admin fee / account holder | $182 | $159+14.5% | $9,460-98.1% | $109+66.9% |