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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 | $50,860+85.7% | $155,574-39.3% | $77,714+21.5% |
| Participation rate | 90.2% | 63.1%+27.1pp | 78.2%+12.0pp | 70.6%+19.7pp |
| Annual return | 27.20% | 34.86%-7.7pp | 64.87%-37.7pp | 31.26%-4.1pp |
| Employer contribution / active EE | $9,935 | $1,991+399.0% | $4,676+112.5% | $2,727+264.3% |
| Participant deferral / active EE | $9,385 | $2,825+232.3% | $5,629+66.7% | $4,649+101.9% |
| Admin fee / account holder | $170 | $436-61.0% | $15,914-98.9% | $433-60.7% |