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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,832 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,000 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
GCOM SOFTWARE LLC1 year Service code 49 · EIN 20-2902922 | Other Services | $0 |
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 | $86,299 | $106,264-18.8% | $147,117-41.3% | $77,762+11.0% |
| Participation rate | 92.9% | 78.4%+14.4pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 17.01% | 56.94%-39.9pp | 420.54%-403.5pp | 31.27%-14.3pp |
| Employer contribution / active EE | $4,225 | $4,074+3.7% | $4,932-14.3% | $2,728+54.9% |
| Participant deferral / active EE | $10,265 | $8,003+28.3% | $8,065+27.3% | $4,651+120.7% |
| Admin fee / account holder | $182 | $334-45.7% | $12,993-98.6% | $433-58.1% |