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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,778 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $8,931 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,171 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,524 | $101,539-46.3% | $147,041-62.9% | $74,400-26.7% |
| Participation rate | 71.5% | 75.5%-4.0pp | 82.2%-10.6pp | 67.2%+4.3pp |
| Annual return | 18.98% | 8740.84%-8721.9pp | 419.21%-400.2pp | 1367.51%-1348.5pp |
| Employer contribution / active EE | $4,604 | $3,811+20.8% | $4,935-6.7% | $2,624+75.4% |
| Participant deferral / active EE | $9,830 | $7,304+34.6% | $8,071+21.8% | $4,348+126.1% |
| Admin fee / account holder | $243 | $1,749-86.1% | $13,006-98.1% | $1,944-87.5% |