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| Provider | Service type | Compensation |
|---|---|---|
CEROS FINANCIAL SERVICES, INC.1+ years Filed as: CEROS FINANCIAL SERVICES INC. Service code 49 | Other Services | $23,336 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,486 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $2,918 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN-APS Service code 13 · EIN 35-1140070 | Contract Administrator | $1,150 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $233 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY Service code 27 · EIN 13-5581829 | Advisory (Plan) | $110 |
TIAA1+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1 |
CEROS FINANCIAL SERVICES, INC.1+ years Filed as: CEROS FINANCIAL SERVICES INC Service code 49 · EIN 04-3249931 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,898 | $34,495+33.1% | $78,676-41.7% | $63,975-28.3% |
| Participation rate | 14.4% | 60.8%-46.4pp | 73.6%-59.1pp | 71.1%-56.7pp |
| Annual return | 0.92% | 11.62%-10.7pp | 62.19%-61.3pp | 48.65%-47.7pp |
| Employer contribution / active EE | $487 | $1,398-65.2% | $2,850-82.9% | $2,182-77.7% |
| Participant deferral / active EE | $512 | $2,100-75.6% | $3,517-85.4% | $3,356-84.7% |
| Admin fee / account holder | $36 | $68-47.0% | $4,510-99.2% | $70-48.9% |