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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL SPECIALISTS, LLC Service code 49 · EIN 36-3120284 | Other Services | $11,531 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,360 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $36,904 | $45,050-18.1% | $63,018-41.4% | $70,126-47.4% |
| Participation rate | 81.5% | 69.5%+12.0pp | 74.8%+6.7pp | 69.5%+11.9pp |
| Annual return | 16.57% | 18.76%-2.2pp | 87.62%-71.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,738 | $2,052-15.3% | $2,761-37.0% | $2,343-25.8% |
| Participant deferral / active EE | $6,514 | $2,466+164.2% | $3,330+95.6% | $3,332+95.5% |
| Admin fee / account holder | $31 | $2,834-98.9% | $3,601-99.1% | $4,645-99.3% |