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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 | $30,385+183.3% | $56,054+53.6% | $74,400+15.7% |
| Participation rate | 71.8% | 32.9%+38.9pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 15.83% | 24.92%-9.1pp | 1705.95%-1690.1pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $3,205 | $609+426.3% | $1,039+208.4% | $2,624+22.1% |
| Participant deferral / active EE | $6,581 | $1,174+460.7% | $1,952+237.1% | $4,348+51.3% |
| Admin fee / account holder | $18 | $2,361-99.3% | $2,822-99.4% | $1,944-99.1% |