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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,091 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $2,656 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,621 | $75,284+7.1% | $91,004-11.4% | $69,631+15.8% |
| Participation rate | 77.1% | 80.4%-3.3pp | 75.6%+1.5pp | 70.7%+6.4pp |
| Annual return | 20.59% | 48.40%-27.8pp | 4.60%+16.0pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,424 | $2,473-42.4% | $2,456-42.0% | $2,032-29.9% |
| Participant deferral / active EE | $3,450 | $3,700-6.8% | $3,548-2.8% | $3,224+7.0% |
| Admin fee / account holder | $36 | $111-67.6% | $5,417-99.3% | $110-67.6% |