Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,329 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $24,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,726 | $83,019-10.0% | $130,014-42.5% | $71,476+4.5% |
| Participation rate | 71.5% | 74.1%-2.6pp | 78.5%-7.0pp | 67.9%+3.6pp |
| Annual return | 192.39% | 20.60%+171.8pp | -137.22%+329.6pp | 28.85%+163.5pp |
| Employer contribution / active EE | $3,191 | $2,623+21.7% | $4,320-26.1% | $2,589+23.3% |
| Participant deferral / active EE | $6,798 | $4,434+53.3% | $5,821+16.8% | $4,290+58.5% |
| Admin fee / account holder | $323 | $1,728-81.3% | $10,616-97.0% | $1,587-79.7% |