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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALISTS, LLC Service code 49 · EIN 36-3120284 | Other Services | $10,035 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $920 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,038 | $46,732-55.0% | $156,551-86.6% | $55,167-61.9% |
| Participation rate | 77.2% | 65.8%+11.4pp | 84.0%-6.8pp | 69.0%+8.2pp |
| Annual return | 6.83% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $651 | $2,105-69.1% | $5,501-88.2% | $1,963-66.8% |
| Participant deferral / active EE | $2,001 | $2,204-9.2% | $4,871-58.9% | $3,054-34.5% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |