Filed November 9, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,722 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $9,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,983 | $47,722-81.2% | $82,719-89.1% | $64,808-86.1% |
| Participation rate | 96.8% | 67.6%+29.2pp | 72.6%+24.3pp | 71.5%+25.4pp |
| Annual return | -16.61% | -13.05%-3.6pp | 701.18%-717.8pp | 32.82%-49.4pp |
| Employer contribution / active EE | $539 | $2,179-75.3% | $3,009-82.1% | $2,506-78.5% |
| Participant deferral / active EE | $2,024 | $3,329-39.2% | $4,395-54.0% | $4,310-53.0% |
| Admin fee / account holder | $117 | $143-18.3% | $5,329-97.8% | $188-37.8% |