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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 | $106,247-35.1% | $147,096-53.1% | $77,714-11.2% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 13.43% | 56.87%-43.4pp | 419.75%-406.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $3,102 | $4,069-23.8% | $4,936-37.2% | $2,727+13.8% |
| Participant deferral / active EE | $6,438 | $7,996-19.5% | $8,071-20.2% | $4,649+38.5% |
| Admin fee / account holder | $332 | $338-1.7% | $13,005-97.4% | $433-23.3% |