Filed November 7, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,607 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETETA ADVISOR NETWORK LLC Service code 49 | Other Services | $13,714 |
Filed as: FREEMAN RETIREMTENT PLAN CONS Service code 13 · EIN 27-0212300 | Contract Administrator | $9,363 |
Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 13 | Contract Administrator | $4,766 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 49 · EIN 95-3845382 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,231 | $65,960+5.0% | $81,882-15.5% | $77,762-11.0% |
| Participation rate | 37.7% | 65.8%-28.1pp | 72.4%-34.7pp | 70.6%-32.9pp |
| Annual return | 13.49% | 26.64%-13.2pp | 779.47%-766.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,246 | $2,375-47.5% | $2,916-57.3% | $2,728-54.3% |
| Participant deferral / active EE | $2,255 | $3,505-35.7% | $4,323-47.8% | $4,651-51.5% |
| Admin fee / account holder | $106 | $526-79.8% | $7,360-98.6% | $433-75.4% |