Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 12 · EIN 42-0127290 | Claims processing; Direct payment fro... | $17,417 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INS S Service code 49 · EIN 33-0232417 | Other Services | $9,449 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $6,111 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSC INC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,368 | $65,453-35.3% | $86,691-51.1% | $66,930-36.7% |
| Participation rate | 55.3% | 75.5%-20.2pp | 76.6%-21.3pp | 69.8%-14.5pp |
| Annual return | -16.13% | -10.89%-5.2pp | 35.94%-52.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,370 | $2,154-36.4% | $2,837-51.7% | $2,545-46.2% |
| Participant deferral / active EE | $2,641 | $4,102-35.6% | $4,656-43.3% | $4,238-37.7% |
| Admin fee / account holder | $217 | $642-66.1% | $7,492-97.1% | $593-63.4% |