Filed November 7, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,538 |
Filed as: FREEMAN RETIREMTENT PLAN CONS Service code 13 · EIN 27-0212300 | Contract Administrator | $5,127 |
CETERA ADVISOR NETWORKS LLC8+ years Service code 49 · EIN 95-3845382 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETETA ADVISOR NETWORK LLC Service code 49 | Other Services | $0 |
Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 13 | Contract Administrator | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ 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 | $56,947 | $51,226+11.2% | $82,744-31.2% | $66,938-14.9% |
| Participation rate | 59.8% | 67.9%-8.1pp | 72.6%-12.8pp | 69.8%-10.0pp |
| Annual return | -16.04% | -9.61%-6.4pp | 702.22%-718.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,558 | $2,612-40.4% | $3,008-48.2% | $2,545-38.8% |
| Participant deferral / active EE | $3,287 | $3,460-5.0% | $4,395-25.2% | $4,238-22.4% |
| Admin fee / account holder | $66 | $416-84.2% | $5,325-98.8% | $594-88.9% |