Filed November 7, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETETA ADVISOR NETWORK LLC Service code 49 | Other Services | $12,096 |
Filed as: FREEMAN RETIREMTENT PLAN CONS Service code 13 · EIN 27-0212300 | Contract Administrator | $7,075 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,403 |
Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 13 | Contract Administrator | $3,910 |
CETERA ADVISOR NETWORKS LLC6+ 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 INCORPORATED6+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,395 | $66,124+17.0% | $90,440-14.4% | $73,493+5.3% |
| Participation rate | 58.2% | 69.7%-11.5pp | 72.7%-14.5pp | 70.7%-12.5pp |
| Annual return | 10.28% | 17.65%-7.4pp | 1294.38%-1284.1pp | 28.51%-18.2pp |
| Employer contribution / active EE | $1,535 | $2,346-34.6% | $3,263-52.9% | $2,270-32.4% |
| Participant deferral / active EE | $2,776 | $3,039-8.7% | $3,964-30.0% | $3,740-25.8% |
| Admin fee / account holder | $88 | $396-77.7% | $5,615-98.4% | $513-82.8% |