Filed February 4, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,312 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $5,217 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,142 | $47,163-89.1% | $149,696-96.6% | $74,460-93.1% |
| Participation rate | 68.8% | 63.4%+5.3pp | 78.8%-10.0pp | 70.7%-2.0pp |
| Annual return | 67.62% | 22.75%+44.9pp | 134.46%-66.8pp | 34.38%+33.2pp |
| Employer contribution / active EE | $674 | $1,907-64.7% | $4,821-86.0% | $2,638-74.5% |
| Participant deferral / active EE | $1,426 | $2,730-47.8% | $5,682-74.9% | $4,530-68.5% |
| Admin fee / account holder | $34 | $343-90.0% | $13,212-99.7% | $348-90.1% |