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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $338,374 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $185,019 |
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 | $99,718 | $127,481-21.8% | $149,715-33.4% | $90,274+10.5% |
| Participation rate | 84.1% | 78.2%+5.9pp | 82.5%+1.6pp | 73.4%+10.7pp |
| Annual return | 19.05% | 57.78%-38.7pp | 276.66%-257.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $2,158 | $3,448-37.4% | $4,645-53.5% | $2,523-14.5% |
| Participant deferral / active EE | $9,253 | $6,975+32.7% | $6,842+35.2% | $4,231+118.7% |
| Admin fee / account holder | $230 | $152+51.9% | $9,310-97.5% | $114+102.0% |