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| Provider | Service type | Compensation |
|---|---|---|
CEROS FINANCIAL SERVICES, INC.2+ years Filed as: CEROS FINANCIAL SERVICES INC. Service code 49 | Other Services | $26,609 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,907 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $2,935 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN-APS Service code 13 · EIN 35-1140070 | Contract Administrator | $1,120 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $185 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 27 · EIN 13-5581829 | Advisory (Plan) | $90 |
CEROS FINANCIAL SERVICES, INC.2+ years Filed as: CEROS FINANCIAL SERVICES INC Service code 49 · EIN 04-3249931 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $47,383 | $41,256+14.9% | $86,581-45.3% | $77,958-39.2% |
| Participation rate | 14.2% | 63.0%-48.8pp | 73.5%-59.4pp | 71.6%-57.5pp |
| Annual return | 10.16% | 17.67%-7.5pp | 965.06%-954.9pp | 20.87%-10.7pp |
| Employer contribution / active EE | $536 | $1,613-66.8% | $2,840-81.1% | $2,310-76.8% |
| Participant deferral / active EE | $573 | $2,332-75.4% | $3,609-84.1% | $3,537-83.8% |
| Admin fee / account holder | $77 | $71+8.7% | $4,904-98.4% | $97-21.0% |