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 | $83,090-10.1% | $130,062-42.5% | $71,529+4.5% |
| Participation rate | 71.5% | 74.1%-2.6pp | 78.5%-7.0pp | 67.9%+3.6pp |
| Annual return | 192.39% | 20.61%+171.8pp | -137.37%+329.8pp | 28.97%+163.4pp |
| Employer contribution / active EE | $3,191 | $2,624+21.6% | $4,322-26.2% | $2,590+23.2% |
| Participant deferral / active EE | $6,798 | $4,436+53.2% | $5,821+16.8% | $4,291+58.4% |
| Admin fee / account holder | $323 | $1,727-81.3% | $10,601-97.0% | $1,588-79.7% |