Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $64,102 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 49 · EIN 33-0232417 | Other Services | $12,064 |
Service code 13 · EIN 34-1842059 370 BLACKBROOK RD · PAINESVILLE, OH 44077 | Contract Administrator | $7,467 |
CETERA ADVISOR NETWORKS LLC2 years Service code 13 · EIN 95-3845382 | Contract Administrator | $6,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,074 | $33,826-58.4% | $88,538-84.1% | $67,579-79.2% |
| Participation rate | 64.6% | 64.6%+0.1pp | 68.7%-4.1pp | 71.3%-6.6pp |
| Annual return | 24.19% | 68.24%-44.0pp | 43.64%-19.5pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2 | $1,232-99.8% | $2,098-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $1,101 | $2,089-47.3% | $2,914-62.2% | $3,539-68.9% |
| Admin fee / account holder | $132 | $134-1.3% | $4,310-96.9% | $142-7.3% |