Filed April 9, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 41-1483314 | Other Services | $12,616 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,536 | $50,464-19.7% | $75,784-46.5% | $52,331-22.5% |
| Participation rate | 40.3% | 66.8%-26.5pp | 75.8%-35.6pp | 68.1%-27.8pp |
| Annual return | 0.64% | 1.03%-0.4pp | 9.68%-9.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $348 | $1,988-82.5% | $3,323-89.5% | $1,882-81.5% |
| Participant deferral / active EE | $1,558 | $2,570-39.4% | $3,652-57.3% | $3,022-48.4% |
| Admin fee / account holder | $17 | $1,103-98.4% | $5,300-99.7% | $592-97.1% |