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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,863 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,927 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $15,772 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,231 | $106,236-64.0% | $112,228-65.9% | $64,808-41.0% |
| Participation rate | 26.3% | 71.7%-45.3pp | 75.1%-48.7pp | 71.5%-45.1pp |
| Annual return | -16.88% | -6.02%-10.9pp | 27.45%-44.3pp | 32.82%-49.7pp |
| Employer contribution / active EE | $979 | $3,166-69.1% | $3,635-73.1% | $2,506-60.9% |
| Participant deferral / active EE | $2,081 | $3,785-45.0% | $4,728-56.0% | $4,310-51.7% |
| Admin fee / account holder | $294 | $452-34.9% | $6,410-95.4% | $188+56.4% |