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 | $106,264-1.8% | $147,117-29.1% | $77,762+34.2% |
| Participation rate | 97.8% | 78.4%+19.3pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.19% | 56.94%-42.7pp | 420.54%-406.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $6,028 | $4,074+48.0% | $4,932+22.2% | $2,728+121.0% |
| Participant deferral / active EE | $14,627 | $8,003+82.8% | $8,065+81.4% | $4,651+214.5% |
| Admin fee / account holder | $180 | $334-46.1% | $12,993-98.6% | $433-58.4% |