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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,688 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,632 | $95,417-26.0% | $135,974-48.1% | $74,460-5.1% |
| Participation rate | 88.8% | 78.2%+10.6pp | 81.9%+6.9pp | 70.7%+18.0pp |
| Annual return | 118.76% | 32.76%+86.0pp | 68.30%+50.5pp | 34.38%+84.4pp |
| Employer contribution / active EE | $3,336 | $3,878-14.0% | $4,859-31.4% | $2,638+26.4% |
| Participant deferral / active EE | $8,194 | $7,789+5.2% | $7,760+5.6% | $4,530+80.9% |
| Admin fee / account holder | $146 | $266-45.0% | $10,767-98.6% | $348-57.9% |