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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $50,860+109.9% | $155,574-31.4% | $77,714+37.4% |
| Participation rate | 99.3% | 63.1%+36.1pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 12.30% | 34.86%-22.6pp | 64.87%-52.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $3,585 | $1,991+80.1% | $4,676-23.3% | $2,727+31.5% |
| Participant deferral / active EE | $7,799 | $2,825+176.1% | $5,629+38.5% | $4,649+67.7% |
| Admin fee / account holder | $269 | $436-38.4% | $15,914-98.3% | $433-37.9% |