Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,540,397 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $168,826 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $64,000 |
NORTON ROSE FULBRIGHT10+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $54,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,245 | $73,283+20.4% | $155,556-43.3% | $106,553-17.2% |
| Participation rate | 96.7% | 73.3%+23.4pp | 78.2%+18.5pp | 69.8%+26.9pp |
| Annual return | 15.45% | 15.76%-0.3pp | 64.84%-49.4pp | 17.37%-1.9pp |
| Employer contribution / active EE | $4,292 | $2,241+91.6% | $4,675-8.2% | $3,359+27.8% |
| Participant deferral / active EE | $6,598 | $4,567+44.5% | $5,631+17.2% | $5,562+18.6% |
| Admin fee / account holder | $66 | $56+18.6% | $15,885-99.6% | $80-16.8% |