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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $67,977 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 49 · EIN 33-0232417 | Other Services | $13,325 |
BREWSTER & BREWSTER, INC.2 years Service code 13 · EIN 34-1842059 370 BLACKBROOK RD · PAINESVILLE, OH 44077 | Contract Administrator | $9,753 |
CETERA ADVISOR NETWORKS LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $8,007 |
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 | $17,040 | $35,123-51.5% | $93,419-81.8% | $73,412-76.8% |
| Participation rate | 65.0% | 68.3%-3.2pp | 66.8%-1.8pp | 72.2%-7.1pp |
| Annual return | 14.91% | 18.89%-4.0pp | 78.05%-63.1pp | 59.30%-44.4pp |
| Employer contribution / active EE | $5 | $1,247-99.6% | $2,075-99.8% | $2,234-99.8% |
| Participant deferral / active EE | $1,293 | $2,249-42.5% | $3,126-58.6% | $3,806-66.0% |
| Admin fee / account holder | $142 | $108+31.2% | $5,230-97.3% | $158-10.2% |