Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $12,015 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $14,594 | $37,039-60.6% | $147,617-90.1% | $59,188-75.3% |
| Participation rate | 35.5% | 63.8%-28.3pp | 84.6%-49.1pp | 69.4%-33.9pp |
| Annual return | -2.09% | 7.19%-9.3pp | 61.98%-64.1pp | 5.51%-7.6pp |
| Employer contribution / active EE | $437 | $1,353-67.7% | $5,564-92.1% | $2,098-79.2% |
| Participant deferral / active EE | $506 | $2,094-75.8% | $4,895-89.7% | $3,265-84.5% |
| Admin fee / account holder | $53 | $60-12.5% | $11,612-99.5% | $92-42.9% |