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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 49 · EIN 84-0858799 | Other Services | $6,906 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $6,628 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,771 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,104 | $89,652-10.6% | $141,162-43.3% | $65,185+22.9% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.5%-3.2pp | 70.2%+9.1pp |
| Annual return | 25.83% | 32.79%-7.0pp | 71.39%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,160 | $5,691+61.0% | $6,709+36.5% | $3,514+160.7% |
| Admin fee / account holder | $27 | $569-95.2% | $10,261-99.7% | $847-96.8% |