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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $59,941 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,990 |
CETERA ADVISOR NETWORKS LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $11,571 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,683 | $92,076+45.2% | $105,607+26.6% | $77,736+72.0% |
| Participation rate | 92.4% | 81.0%+11.4pp | 75.3%+17.2pp | 70.6%+21.8pp |
| Annual return | 15.26% | 17.84%-2.6pp | 116.11%-100.8pp | 31.26%-16.0pp |
| Employer contribution / active EE | $3,813 | $3,370+13.1% | $3,167+20.4% | $2,728+39.8% |
| Participant deferral / active EE | $8,936 | $5,390+65.8% | $5,011+78.3% | $4,651+92.1% |
| Admin fee / account holder | $30 | $219-86.3% | $10,958-99.7% | $433-93.1% |