Filed January 11, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,602 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $79,956 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,926 | $95,369-8.9% | $135,942-36.1% | $74,440+16.8% |
| Participation rate | 96.9% | 78.2%+18.7pp | 81.9%+15.0pp | 70.7%+26.2pp |
| Annual return | -33.12% | 32.72%-65.8pp | 68.28%-101.4pp | 34.37%-67.5pp |
| Employer contribution / active EE | $11,610 | $3,878+199.4% | $4,858+139.0% | $2,638+340.1% |
| Participant deferral / active EE | $26,018 | $7,788+234.1% | $7,759+235.3% | $4,529+474.5% |
| Admin fee / account holder | $194 | $266-27.1% | $10,764-98.2% | $348-44.2% |