Filed October 3, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 | Advisory (Plan) | $35,411 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,869 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,870 | $101,653+10.1% | $147,080-23.9% | $74,459+50.2% |
| Participation rate | 61.1% | 75.6%-14.4pp | 82.2%-21.1pp | 67.2%-6.1pp |
| Annual return | 15.50% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $1,414 | $3,813-62.9% | $4,933-71.3% | $2,626-46.1% |
| Participant deferral / active EE | $4,547 | $7,304-37.7% | $8,066-43.6% | $4,350+4.5% |
| Admin fee / account holder | $26 | $1,752-98.5% | $12,989-99.8% | $1,945-98.7% |