Filed February 4, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,929 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $6,428 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $5,946 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $3,194 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,468 | $50,919-83.4% | $155,556-94.6% | $77,762-89.1% |
| Participation rate | 83.4% | 63.1%+20.3pp | 78.2%+5.2pp | 70.6%+12.8pp |
| Annual return | 17.51% | 34.84%-17.3pp | 64.84%-47.3pp | 31.27%-13.8pp |
| Employer contribution / active EE | $1,119 | $1,991-43.8% | $4,675-76.1% | $2,728-59.0% |
| Participant deferral / active EE | $2,136 | $2,824-24.4% | $5,631-62.1% | $4,651-54.1% |
| Admin fee / account holder | $81 | $437-81.5% | $15,885-99.5% | $433-81.4% |