Filed January 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,458 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $79,993 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,343 | $106,110-1.7% | $147,005-29.0% | $77,671+34.3% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.19% | 56.77%-42.6pp | 418.76%-404.6pp | 31.21%-17.0pp |
| Employer contribution / active EE | $6,028 | $4,065+48.3% | $4,934+22.2% | $2,726+121.1% |
| Participant deferral / active EE | $14,627 | $7,992+83.0% | $8,070+81.3% | $4,648+214.7% |
| Admin fee / account holder | $180 | $338-46.6% | $13,006-98.6% | $430-58.1% |