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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 | $30,421+183.0% | $56,077+53.5% | $74,429+15.7% |
| Participation rate | 71.8% | 32.9%+38.9pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 15.83% | 24.94%-9.1pp | 1709.28%-1693.4pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,205 | $610+425.6% | $1,040+208.0% | $2,625+22.1% |
| Participant deferral / active EE | $6,581 | $1,175+460.0% | $1,954+236.8% | $4,348+51.3% |
| Admin fee / account holder | $18 | $2,363-99.3% | $2,825-99.4% | $1,944-99.1% |