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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $335,043 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $95,260 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,984 | $106,264-35.1% | $147,117-53.1% | $77,762-11.3% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 13.43% | 56.94%-43.5pp | 420.54%-407.1pp | 31.27%-17.8pp |
| Employer contribution / active EE | $3,102 | $4,074-23.9% | $4,932-37.1% | $2,728+13.7% |
| Participant deferral / active EE | $6,438 | $8,003-19.6% | $8,065-20.2% | $4,651+38.4% |
| Admin fee / account holder | $332 | $334-0.6% | $12,993-97.4% | $433-23.2% |