Filed February 5, 2024 (most recent of 8 filings on file)
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $555,160 |
Filed as: METLIFE Service code 49 · EIN 13-3114906 | Other Services | $48,585 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $19,502 |
BCWM, LLC.1 year Service code 26 · EIN 26-0817243 | Advisory (Participants) | $14,395 |
MARINER LLC1 year Service code 26 · EIN 20-4553256 | Advisory (Participants) | $13,826 |
THE ETF STORE INC2 years Service code 26 · EIN 26-4480908 | Advisory (Participants) | $7,292 |
Filed as: SECURIAN FINANCIAL SERVICES IN Service code 26 · EIN 41-1486060 | Advisory (Participants) | $6,622 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,296 | $129,756+13.5% | $170,055-13.4% | $103,657+42.1% |
| Participation rate | 96.9% | 91.3%+5.6pp | 87.0%+9.9pp | 73.4%+23.5pp |
| Annual return | 18.06% | 20.17%-2.1pp | 53.43%-35.4pp | 33.13%-15.1pp |
| Employer contribution / active EE | $7,204 | $5,236+37.6% | $6,790+6.1% | $3,216+124.0% |
| Participant deferral / active EE | $10,883 | $8,283+31.4% | $10,410+4.5% | $5,218+108.6% |
| Admin fee / account holder | $77 | $73+5.8% | $12,828-99.4% | $114-32.4% |