Filed November 7, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC9+ years Filed as: CETETA ADVISOR NETWORK LLC Service code 49 | Other Services | $12,868 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,490 |
Filed as: FREEMAN RETIREMTENT PLAN CONS Service code 13 · EIN 27-0212300 | Contract Administrator | $5,659 |
Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 13 | Contract Administrator | $4,340 |
CETERA ADVISOR NETWORKS LLC9+ 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 INCORPORATED9+ 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 | $63,567 | $58,264+9.1% | $86,617-26.6% | $71,495-11.1% |
| Participation rate | 53.6% | 65.0%-11.4pp | 71.7%-18.1pp | 67.9%-14.3pp |
| Annual return | 16.82% | 21.63%-4.8pp | 591.91%-575.1pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,688 | $2,574-34.4% | $3,023-44.2% | $2,589-34.8% |
| Participant deferral / active EE | $3,332 | $3,436-3.0% | $4,437-24.9% | $4,291-22.4% |
| Admin fee / account holder | $78 | $1,057-92.6% | $5,613-98.6% | $1,588-95.1% |