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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,470 |
Service code 13 · EIN 13-2945975 | Contract Administrator | $17,350 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORK LLC Service code 49 | Other Services | $12,672 |
CETERA ADVISOR NETWORKS LLC9 years Service code 49 · EIN 95-3845382 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,308 | $55,415-56.1% | $155,509-84.4% | $74,495-67.4% |
| Participation rate | 66.9% | 61.9%+5.0pp | 78.2%-11.3pp | 67.2%-0.3pp |
| Annual return | 10.07% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,547 | $2,267-31.8% | $4,672-66.9% | $2,623-41.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $253 | $1,738-85.5% | $15,912-98.4% | $1,942-87.0% |