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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,458 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $31,841 | $85,766-62.9% | $136,298-76.6% | $70,126-54.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.60% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $2,070 | $2,966-30.2% | $4,696-55.9% | $2,343-11.6% |
| Participant deferral / active EE | $7,708 | $5,051+52.6% | $6,247+23.4% | $3,332+131.3% |
| Admin fee / account holder | $290 | $5,421-94.6% | $9,244-96.9% | $4,645-93.7% |