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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,974 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 49 · EIN 95-3845382 | Other Services | $5,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $19,593 | $36,916-46.9% | $156,551-87.5% | $57,658-66.0% |
| Participation rate | 59.0% | 63.4%-4.5pp | 84.0%-25.1pp | 70.2%-11.3pp |
| Annual return | 5.56% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,223 | $1,926-36.5% | $4,871-74.9% | $3,061-60.0% |
| Admin fee / account holder | $42 | $82-49.3% | $13,028-99.7% | $95-55.8% |