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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 | $106,110-31.7% | $147,005-50.7% | $77,671-6.7% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 18.16% | 56.77%-38.6pp | 418.76%-400.6pp | 31.21%-13.0pp |
| Employer contribution / active EE | $5,322 | $4,065+30.9% | $4,934+7.9% | $2,726+95.2% |
| Participant deferral / active EE | $10,445 | $7,992+30.7% | $8,070+29.4% | $4,648+124.7% |
| Admin fee / account holder | $254 | $338-24.8% | $13,006-98.0% | $430-41.0% |