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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 | $34,932+146.4% | $56,441+52.5% | $74,546+15.5% |
| Participation rate | 71.8% | 32.9%+38.9pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 15.83% | 24.90%-9.1pp | 1704.21%-1688.4pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $3,205 | $608+426.7% | $1,039+208.4% | $2,624+22.1% |
| Participant deferral / active EE | $6,581 | $1,173+461.1% | $1,953+237.0% | $4,347+51.4% |
| Admin fee / account holder | $18 | $2,359-99.3% | $2,829-99.4% | $1,944-99.1% |