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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $13,583 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,236 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,168 | $46,464-0.6% | $150,298-69.3% | $79,634-42.0% |
| Participation rate | 39.5% | 57.0%-17.4pp | 77.8%-38.2pp | 62.5%-23.0pp |
| Annual return | 11.69% | 27.89%-16.2pp | 62.79%-51.1pp | 36.46%-24.8pp |
| Employer contribution / active EE | $170 | $1,512-88.7% | $4,154-95.9% | $2,529-93.3% |
| Participant deferral / active EE | $1,962 | $2,157-9.0% | $5,453-64.0% | $3,835-48.8% |
| Admin fee / account holder | $37 | $891-95.8% | $14,116-99.7% | $1,002-96.3% |