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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,091 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $18,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 11.18% | 8.68%+2.5pp | 15.31%-4.1pp | 22.81%-11.6pp |
| Employer contribution / active EE | $2,784 | $9,089-69.4% | $28,686-90.3% | $18,290-84.8% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |