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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,560 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,424 | $50,820+85.8% | $155,567-39.3% | $77,671+21.6% |
| Participation rate | 90.2% | 63.1%+27.1pp | 78.2%+12.1pp | 70.6%+19.7pp |
| Annual return | 27.20% | 34.85%-7.6pp | 64.74%-37.5pp | 31.21%-4.0pp |
| Employer contribution / active EE | $9,935 | $1,993+398.6% | $4,674+112.6% | $2,726+264.4% |
| Participant deferral / active EE | $9,385 | $2,823+232.5% | $5,628+66.8% | $4,648+101.9% |
| Admin fee / account holder | $170 | $436-60.9% | $15,916-98.9% | $430-60.4% |