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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,898 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,404 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,082 | $30,423+183.0% | $56,025+53.6% | $74,478+15.6% |
| Participation rate | 71.8% | 32.9%+38.9pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 15.83% | 24.97%-9.1pp | 1712.69%-1696.9pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $3,205 | $610+425.1% | $1,042+207.7% | $2,626+22.0% |
| Participant deferral / active EE | $6,581 | $1,176+459.4% | $1,955+236.7% | $4,350+51.3% |
| Admin fee / account holder | $18 | $2,363-99.3% | $2,828-99.4% | $1,946-99.1% |