Filed December 18, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,225 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $33,800 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,127 | $62,544+47.3% | $129,207-28.7% | $199,593-53.8% |
| Participation rate | 28.9% | 56.8%-27.9pp | 69.6%-40.8pp | 72.0%-43.1pp |
| Annual return | 13.44% | 16.95%-3.5pp | 9417.33%-9403.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,835 | $2,394-23.4% | $4,153-55.8% | $3,034-39.5% |
| Participant deferral / active EE | $1,809 | $3,123-42.1% | $4,168-56.6% | $5,087-64.4% |
| Admin fee / account holder | $233 | $167+39.7% | $7,715-97.0% | $269-13.3% |