Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,217 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $18,792 |
Service code 49 · EIN 95-3845382 | Other Services | $16,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,497 | $79,171+49.7% | $102,423+15.7% | $74,495+59.1% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 12.64% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $836 | $2,362-64.6% | $3,023-72.4% | $2,623-68.1% |
| Participant deferral / active EE | $5,875 | $4,415+33.1% | $5,053+16.3% | $4,346+35.2% |
| Admin fee / account holder | $266 | $2,001-86.7% | $9,451-97.2% | $1,942-86.3% |