Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,954 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $53,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $50,902+109.7% | $155,534-31.4% | $77,736+37.3% |
| Participation rate | 99.3% | 63.1%+36.2pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 12.30% | 34.85%-22.5pp | 64.92%-52.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $3,585 | $1,991+80.0% | $4,675-23.3% | $2,728+31.4% |
| Participant deferral / active EE | $7,799 | $2,824+176.2% | $5,630+38.5% | $4,651+67.7% |
| Admin fee / account holder | $269 | $437-38.4% | $15,900-98.3% | $433-37.9% |