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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 | $92,090+45.2% | $106,201+25.9% | $77,671+72.1% |
| Participation rate | 92.4% | 81.0%+11.4pp | 75.3%+17.1pp | 70.6%+21.9pp |
| Annual return | 15.26% | 17.89%-2.6pp | 116.26%-101.0pp | 31.21%-15.9pp |
| Employer contribution / active EE | $3,813 | $3,368+13.2% | $3,170+20.3% | $2,726+39.8% |
| Participant deferral / active EE | $8,936 | $5,386+65.9% | $5,012+78.3% | $4,648+92.2% |
| Admin fee / account holder | $30 | $219-86.3% | $11,039-99.7% | $430-93.0% |