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 | $110,572 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $44,561 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,108 | $89,435-51.8% | $164,975-73.9% | $77,714-44.5% |
| Participation rate | 72.1% | 78.6%-6.5pp | 78.6%-6.5pp | 70.6%+1.5pp |
| Annual return | 16.93% | 28.82%-11.9pp | 70.12%-53.2pp | 31.26%-14.3pp |
| Employer contribution / active EE | $951 | $2,563-62.9% | $4,343-78.1% | $2,727-65.1% |
| Participant deferral / active EE | $3,292 | $4,901-32.8% | $6,033-45.4% | $4,649-29.2% |
| Admin fee / account holder | $134 | $340-60.4% | $12,688-98.9% | $433-69.0% |