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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 | $53,204+55.8% | $155,556-46.7% | $200,096-58.6% |
| Participation rate | 55.4% | 64.1%-8.8pp | 78.2%-22.9pp | 72.0%-16.7pp |
| Annual return | 25.39% | 41.02%-15.6pp | 64.84%-39.4pp | 34.26%-8.9pp |
| Employer contribution / active EE | $2,216 | $1,850+19.8% | $4,675-52.6% | $3,038-27.0% |
| Participant deferral / active EE | $4,238 | $3,163+34.0% | $5,631-24.7% | $5,090-16.7% |
| Admin fee / account holder | $139 | $186-25.3% | $15,885-99.1% | $269-48.4% |