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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,501 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $50,000 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,881 | $53,254+55.6% | $155,574-46.7% | $199,921-58.5% |
| Participation rate | 55.4% | 64.1%-8.8pp | 78.2%-22.9pp | 72.0%-16.7pp |
| Annual return | 25.39% | 41.18%-15.8pp | 64.87%-39.5pp | 34.28%-8.9pp |
| Employer contribution / active EE | $2,216 | $1,848+20.0% | $4,676-52.6% | $3,035-27.0% |
| Participant deferral / active EE | $4,238 | $3,165+33.9% | $5,629-24.7% | $5,089-16.7% |
| Admin fee / account holder | $139 | $186-25.2% | $15,914-99.1% | $269-48.4% |