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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,966 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $81,552 |
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 | $72,494 | $106,230-31.8% | $147,080-50.7% | $77,736-6.7% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 18.16% | 56.91%-38.7pp | 420.17%-402.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $5,322 | $4,072+30.7% | $4,933+7.9% | $2,728+95.1% |
| Participant deferral / active EE | $10,445 | $8,001+30.5% | $8,066+29.5% | $4,651+124.6% |
| Admin fee / account holder | $254 | $338-25.0% | $12,989-98.0% | $433-41.4% |