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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,343 | $106,028-1.6% | $146,958-29.0% | $77,643+34.4% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.19% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $6,028 | $4,063+48.4% | $4,933+22.2% | $2,726+121.1% |
| Participant deferral / active EE | $14,627 | $7,990+83.1% | $8,070+81.3% | $4,647+214.7% |
| Admin fee / account holder | $180 | $337-46.6% | $12,998-98.6% | $430-58.1% |