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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,305 |
Filed as: CETERA ADVISOR NETWORK LLC Service code 49 | Other Services | $12,859 |
CETERA ADVISOR NETWORKS LLC7 years Service code 49 · EIN 95-3845382 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $17,181 | $65,125-73.6% | $143,797-88.1% | $66,949-74.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.55% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,393 | $2,362-41.0% | $4,952-71.9% | $2,545-45.3% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $146 | $503-71.0% | $14,679-99.0% | $594-75.5% |