Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,185,619 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $262,728 |
NORTON ROSE FULBRIGHT9+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $34,577 |
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 | $77,156 | $68,330+12.9% | $149,740-48.5% | $96,393-20.0% |
| Participation rate | 96.5% | 74.6%+21.9pp | 78.8%+17.8pp | 71.3%+25.3pp |
| Annual return | 25.21% | 29.64%-4.4pp | 134.51%-109.3pp | 22.88%+2.3pp |
| Employer contribution / active EE | $3,278 | $2,139+53.2% | $4,821-32.0% | $3,239+1.2% |
| Participant deferral / active EE | $6,046 | $4,422+36.7% | $5,683+6.4% | $5,455+10.8% |
| Admin fee / account holder | $58 | $52+12.3% | $13,222-99.6% | $74-21.0% |