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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,240 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $46,042 |
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 | $140,846 | $89,465+57.4% | $165,071-14.7% | $77,736+81.2% |
| Participation rate | 68.7% | 78.6%-9.9pp | 78.6%-9.9pp | 70.6%-1.9pp |
| Annual return | 0.00% | 28.86%-28.9pp | 70.17%-70.2pp | 31.26%-31.3pp |
| Employer contribution / active EE | $3,082 | $2,565+20.2% | $4,347-29.1% | $2,728+13.0% |
| Participant deferral / active EE | $6,068 | $4,904+23.7% | $6,035+0.5% | $4,651+30.5% |
| Admin fee / account holder | $199 | $340-41.5% | $12,695-98.4% | $433-54.1% |