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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 | $106,110-18.7% | $147,005-41.3% | $77,671+11.1% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 17.01% | 56.77%-39.8pp | 418.76%-401.8pp | 31.21%-14.2pp |
| Employer contribution / active EE | $4,225 | $4,065+3.9% | $4,934-14.4% | $2,726+55.0% |
| Participant deferral / active EE | $10,265 | $7,992+28.4% | $8,070+27.2% | $4,648+120.8% |
| Admin fee / account holder | $182 | $338-46.2% | $13,006-98.6% | $430-57.8% |