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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6 years Service code 49 · EIN 95-3845382 | Other Services | $28,781 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,115 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,704 | $61,172-61.3% | $185,851-87.2% | $79,389-70.1% |
| Participation rate | 62.8% | 66.6%-3.8pp | 81.7%-18.9pp | 70.7%-7.9pp |
| Annual return | 12.86% | 19.45%-6.6pp | 122.11%-109.2pp | 116.89%-104.0pp |
| Employer contribution / active EE | $2,124 | $2,321-8.5% | $5,168-58.9% | $2,428-12.5% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $158 | $710-77.8% | $16,245-99.0% | $626-74.8% |