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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,364 |
Service code 13 · EIN 13-2945975 | Contract Administrator | $20,676 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORK LLC Service code 49 | Other Services | $11,918 |
CETERA ADVISOR NETWORKS LLC8 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.
Annual investment return 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 | $17,758 | $61,391-71.1% | $149,723-88.1% | $71,529-75.2% |
| Participation rate | 72.4% | 62.5%+9.8pp | 78.8%-6.4pp | 67.9%+4.4pp |
| Annual return | 13.01% | 35.88%-22.9pp | 134.50%-121.5pp | 28.97%-16.0pp |
| Employer contribution / active EE | $1,618 | $2,384-32.1% | $4,821-66.4% | $2,590-37.5% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $214 | $1,264-83.1% | $13,215-98.4% | $1,588-86.6% |