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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 | $101,653-46.4% | $147,080-62.9% | $74,459-26.8% |
| Participation rate | 71.5% | 75.6%-4.0pp | 82.2%-10.6pp | 67.2%+4.3pp |
| Annual return | 18.98% | 8754.98%-8736.0pp | 420.17%-401.2pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $4,604 | $3,813+20.7% | $4,933-6.7% | $2,626+75.3% |
| Participant deferral / active EE | $9,830 | $7,304+34.6% | $8,066+21.9% | $4,350+126.0% |
| Admin fee / account holder | $243 | $1,752-86.1% | $12,989-98.1% | $1,945-87.5% |