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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,464 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,779 | $70,002-73.2% | $115,038-83.7% | $52,331-64.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.44% | 4.04%-5.5pp | 26.14%-27.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,478 | $2,715-45.6% | $4,608-67.9% | $1,882-21.5% |
| Participant deferral / active EE | $4,972 | $4,920+1.1% | $6,026-17.5% | $3,022+64.5% |
| Admin fee / account holder | $56 | $566-90.2% | $8,175-99.3% | $592-90.6% |