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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,907 |
CETERA ADVISOR NETWORKS LLC4 years Service code 49 · EIN 95-3845382 | Other Services | $9,859 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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.
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 | $20,170 | $52,967-61.9% | $172,753-88.3% | $65,186-69.1% |
| Participation rate | 77.4% | 66.2%+11.2pp | 82.6%-5.3pp | 70.2%+7.2pp |
| Annual return | 17.16% | 30.12%-13.0pp | 803.00%-785.8pp | 29.39%-12.2pp |
| Employer contribution / active EE | $2,087 | $2,190-4.7% | $5,144-59.4% | $2,177-4.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $142 | $472-69.9% | $13,956-99.0% | $847-83.2% |