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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 | Other Services | $25,270 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,724 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 | Other Services | $5,045 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORK LLC Service code 49 · EIN 95-3845382 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,330 | $46,360-2.2% | $147,618-69.3% | $52,331-13.4% |
| Participation rate | 89.6% | 64.9%+24.6pp | 84.6%+5.0pp | 68.1%+21.5pp |
| Annual return | 0.82% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,145 | $2,126+0.9% | $5,565-61.4% | $1,882+14.0% |
| Participant deferral / active EE | $3,128 | $2,258+38.6% | $4,895-36.1% | $3,022+3.5% |
| Admin fee / account holder | $27 | $766-96.5% | $11,612-99.8% | $592-95.5% |